LP Profile

Haddonfield Financial Planning

Also known as haddonfield financial planning

Wealth ManagerHaddonfield, United StatesFounded 2009
$135M
Assets Under Management
Haddonfield
Headquarters
Investment Focus

About Haddonfield Financial Planning

Haddonfield Financial Planning is a wealth management and financial planning firm in Haddonfield, New Jersey, founded in 2009. It serves individuals and families with personalized financial planning, wealth management and investment advice, and reports about $135 million in assets. The firm describes a long-term investing approach built on proven strategies and disciplined portfolios, without market timing or reactions to news. Its principal, Adam Puff, has worked in the industry since 2004 and is an Accredited Investment Fiduciary. The firm commits to donating 5 percent of profits each year to charities and causes in and around Haddonfield.

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Regulatory & Financial Data

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SEC Form ADV

Verified
Reported AUM
$134.8M
Total Clients
212
Filing Date
February 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Haddonfield Financial Planning?

Haddonfield Financial Planning is a wealth manager based in Haddonfield, United States, managing approximately $135M in assets.

Where is Haddonfield Financial Planning headquartered?

Haddonfield Financial Planning is headquartered in Haddonfield, United States.

How much does Haddonfield Financial Planning manage?

Haddonfield Financial Planning manages approximately $135M in assets under management.

When was Haddonfield Financial Planning founded?

Haddonfield Financial Planning was founded in 2009.

How can I contact Haddonfield Financial Planning?

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