Lasting relationships

Understanding what matters most to you

Three generations in the front yard

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Barry Haffner Profile Photo

    Barry Haffner

    Managing Director–Wealth Management

    Financial Advisor

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    Barry Haffner has been a Financial Advisor for over 35 years and leads a team with more than a half-century of collective financial services experience. But those aren't the numbers by which Barry measures his success. Instead, he counts the number of client weddings he’s attended; the number of photographs he has, sharing in clients’ joy over a new vacation house or a college graduation; the number of clients who’ve placed their trust in his team for decades.

    That’s not to say that numbers driven by experience and insights aren't important to Barry and to the comprehensive financial advice his team provides, but that the friends, families and memories behind those numbers matter far more. Thus, it’s no surprise that his wife, Dani, and children, Alex and Ilyssa, are top priorities for Barry—along with the relentless drive to be successful for them.

    In the nearly four decades since Barry graduated from the University of Maryland and was hired by Paine Webber, UBS's predecessor firm, Barry has, indeed, succeeded. He works alongside a great team, which includes his son. And he recently celebrated more than 30 years of marriage by taking a tour of Europe and buying a vacation home overlooking Casco Bay in Maine.

    • Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
    • Barron's Top 1,000 Financial Advisors, 2010, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • University of Maryland
      1501 K Street North West
      Suite 1100
      Washington, DC 20005
    • Alex Haffner Profile Photo

      Alex Haffner

      Financial Advisor

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      Like many people, Alex Haffner spent his youth surrounded by family. And though he fondly recounts cheering alongside his dad at game seven of the 2009 Stanley Cup, his first memories are of his grandparents managing the family's Coca-Cola bottling plant. Later, Alex recalls spending hours with his father, discussing the workings of the stock market and closely following its ups and downs. These experiences not only instilled in him an entrepreneurial spirit, but also taught him the importance of hard work and the value of family traditions.

      But tradition is not solely what drives Alex’s love of finance and the markets. While many his age would have filled their childhood portfolios with Disney, or MTV or the like, Alex explored newly-minted cloud computing and biotech companies. Perhaps it is this dichotomy—appreciating tradition while welcoming progress—that makes him particularly well-suited to provide financial guidance to the rising generations of wealthy families.

      After earning a degree in finance from the University of Pittsburgh and acquiring an arguably unhealthy obsession with the Steelers and the Penguins, Alex landed in Washington, DC—just a few miles away from his family home in Potomac, Maryland. In his spare time, Alex enjoys working out and exploring new bourbon and beer spots throughout the city.

      • Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 

      • University of Pittsburgh, Finance
        1501 K Street North West
        Suite 1100
        Washington, DC 20005
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        Allison Fogel

        Client Associate

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                1501 K Street North West
                Suite 1100
                Washington, DC 20005
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                Gianna Ruffino

                Client Associate

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                      1501 K Street North West
                      Suite 1100
                      Washington, DC 20005

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    Your lifelong financial plan. UBS Wealth Way

                    Your lifelong financial plan. UBS Wealth Way

                    investments

                    Investment Management

                    A team approach

                    A team approach

                    Are you ready to take care of you?

                    Read the article: Own your worth 2020

                    During a health crisis, the financial and family stresses on women are often compounded by women traditionally taking on multiple caretaker roles—leaving less time and energy for financial education and planning. According to UBS‘s Own Your Worth whitepaper, time constraints are a key reason "85% of married women [in the US] are less involved in long-term finances, preferring their husbands to take care of it."

                    1International Labour Organization

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