Achieve Financial Freedom with

Comprehensive Financial Planning and

Expert Investment Advice that

Makes a Difference in Your Life

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Picture of Mike Halper

Mike Halper

CFP®, SE-AWMA®,

​CDAA, CBDA

Financial Advisor & Founder

The Right Solutions to

Achieve and Maintain

​Your Financial Freedom

Personalized

Comprehensive

Financial Planning

Attain your financial freedom with a modern digital experience that supports your journey to achieving your goals.

Personalized

Investment Advice

Get tailored investment advice on traditional and digital assets to maximize your portfolio's potential.

Personalized

Digital Assets Advice

Attain your financial freedom with a unique strategy designed to achieve your goals with a customized approach to digital assets that includes portfolio construction, tax planning, estate planning, and more.

The Escient Financial Difference

Fee-Only

No investment product sales. No commissions or fees when you invest in any specific investments.

Fiduciary

Escient Financial has a fiduciary duty to put your interests first. Advice you're given will always be what is believed to be best for you.

Flat-Fee

Simple flat fees so you always know how much you're paying and what you're paying for. No percentages. No confusion.

Advice-Only

Receive investment advice and recommendations, and leave your accounts where they are. Financial planning and investment advice –  Simplified!

Independent

Escient Financial is not bound by special interests of a larger financial institution and provides advice and recommendations that are truly in your best interest.

Personalized

Every aspect of your experience with Escient Financial will be personalized to meet your needs and your unique situation.

Virtual

Enjoy the flexibility of working with a financial advisor from anywhere you currently are. Get started on the path to your financial future with a simple Internet connection or a phone.

Education

Every aspect of your financial plan will be explained so you understand why the advice and recommendations are being made.

Privacy

Your information isn't shared with anyone so you can be confident that your confidentiality and privacy are taken very seriously.

Transparency

Honesty and openness are important to a successful relationship. You will always know where you stand and what is being done for you.

Start Your Journey to Financial Freedom Today!

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