Let's move forward. Together.

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.

Start the planning conversation

Keith Householder

Financial Advisor

Chartered Retirement Planning Counselor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Keith began his career in the financial service industry in 1999. As a financial advisor, Keith and his partners focus on meeting the financial goals of clients. Utilizing UBS's state of the art tools, Keith and his partners assist clients with everything from investment management to retirement and wealth transfer planning.

Keith is a graduate of Temple University's Fox School of Business with a dual major in Marketing and Risk Management. Keith has continued his financial education by obtaining the Chartered Retirement Planning Counselor(SM) designation. Keith was also a Corporal in the United States Marine Corps, serving from 1992 to 1999.

He currently lives in Rydal, Pa with his wife Anita and their four children, Holly, Grace, Sophia and Cormac.

He leads the ETF and Bond strategies in the Investment Advisory Program for the HLH Group

Keith is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Chartered Retirement Planning Counselor(SM) and CRPC®; are registered service marks of the College for Financial Planning.
- Chartered Retirement Planning Counselor
Stocking Works
411 South State Street
Newtown, PA 18940
Michael Haberman

Financial Advisor

Chartered Retirement Planning Counselor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Michel Haberman is a Senior Vice President and Retirement Plan Consultant with the HLH Group at UBS Financial Services. The HLH Group was awarded Best-In-State Wealth Management Teams 2023 from Forbes/SHOOK Research.

We are a team of talented investment professionals with unique and complementary capabilities, perspectives and wealth management experience: Mike with 19 years of experience with partners Keith Householder, Charles Lovell and Chris Slowey who have additional collective experience of over 60 years. We focus on serving high level executives, entrepreneurs, business owners and retirees.

Our Clients entrust us to help them with all aspects of their financial needs from asset allocation or insurance to wealth structure and transfer and more.

Our mission is to deliver a CUSTOM experience to each of our clients:
- C- Control emotional decision making
- U- Understand and utilize volatility
- S- Sustainability of our team
- T- Transparency of fees, charges and expectations
- O- Offer a deep and broad suite of financial services
- M- Market experience
This is at the core of our practice. When you work with the HLH Group, you get care and attentiveness of the whole team, rather than just one advisor. Together we watch over your financial strategy and communicate with you to help ensure your plan always aligns to your financial goals, no matter what may change along the way.
- Chartered Retirement Planning Counselor
- Retirement Plan Consultant
Stocking Works
411 South State Street
Newtown, PA 18940
Charles Lovell

Financial Advisor

Certified Exit Planning Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Charles has more than 16 years of experience providing financial and wealth management advice and services. He joined Merrill Lynch in 2006, coming from Morgan Stanley. Charles focuses on wealth planning and asset management.
Charles, an Eagle Scout, who is originally from San Francisco, CA moved to the Philadelphia area after graduating from Lafayette College. Charles currently lives in Huntingdon Valley, Pa with his wife Amanda and three children Charlie, Margeaux & Greenleigh. He leads the equity strategy in the Investment Advisory Program for the HLHL Group.

Charles is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
- Certified Exit Planning Advisor
- Accredited Domestic Partnership Advisor℠
- CERTIFIED FINANCIAL PLANNER™
- Certified Portfolio Manager®
- Chartered Retirement Planning Counselor
Stocking Works
411 South State Street
Newtown, PA 18940
Christopher Slowey

Account Vice President

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Chris Slowey is a Vice President and Partner of The HLH Group at UBS Financial Services. The HLH Group was awarded Best-In-State Wealth Management Teams 2023 from Forbes/SHOOK Research. Prior to joining UBS in 2023, Chris and The HLH Group worked with their clients at Merrill Lynch.

Chris takes a highly personalized approach to the clients he serves while channeling the resources and capabilities of the firm to craft detailed, integrated strategies across multiple disciplines including financial planning, investment management, wealth transfer, credit & philanthropy.

Chris began his career in Investment Management working for Mario Gabelli at GAMCO Investors, Inc. for 14 years. As Vice President, Chris worked with Institutional Investors, Financial Advisors and Family Offices in equity and alternative investments. Chris earned a bachelor’s degree in Finance with a minor in Accounting from Fairfield University. Today, Chris lives with his wife and their two children in Moorestown, New Jersey.
Stocking Works
411 South State Street
Newtown, PA 18940
Cindy Garrity

Team Administrator

Chartered Retirement Planning Counselor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MD
- MI
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
- Chartered Retirement Planning Counselor
Stocking Works
411 South State Street
Newtown, PA 18940
Isabella Raspa

Senior Client Associate
View bio
411 South State Street
2nd Floor
Newtown, PA 18940

Kiera Hennessy

Senior Client Associate
View bio
Stocking Works
411 South State Street
Newtown, PA 18940

Keith Householder

Financial Advisor

Chartered Retirement Planning Counselor
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Keith began his career in the financial service industry in 1999. As a financial advisor, Keith and his partners focus on meeting the financial goals of clients. Utilizing UBS's state of the art tools, Keith and his partners assist clients with everything from investment management to retirement and wealth transfer planning.

Keith is a graduate of Temple University's Fox School of Business with a dual major in Marketing and Risk Management. Keith has continued his financial education by obtaining the Chartered Retirement Planning Counselor(SM) designation. Keith was also a Corporal in the United States Marine Corps, serving from 1992 to 1999.

He currently lives in Rydal, Pa with his wife Anita and their four children, Holly, Grace, Sophia and Cormac.

He leads the ETF and Bond strategies in the Investment Advisory Program for the HLH Group

Keith is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Chartered Retirement Planning Counselor(SM) and CRPC®; are registered service marks of the College for Financial Planning.
- Chartered Retirement Planning Counselor
Stocking Works
411 South State Street
Newtown, PA 18940
Michael Haberman

Financial Advisor

Chartered Retirement Planning Counselor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Michel Haberman is a Senior Vice President and Retirement Plan Consultant with the HLH Group at UBS Financial Services. The HLH Group was awarded Best-In-State Wealth Management Teams 2023 from Forbes/SHOOK Research.

We are a team of talented investment professionals with unique and complementary capabilities, perspectives and wealth management experience: Mike with 19 years of experience with partners Keith Householder, Charles Lovell and Chris Slowey who have additional collective experience of over 60 years. We focus on serving high level executives, entrepreneurs, business owners and retirees.

Our Clients entrust us to help them with all aspects of their financial needs from asset allocation or insurance to wealth structure and transfer and more.

Our mission is to deliver a CUSTOM experience to each of our clients:
- C- Control emotional decision making
- U- Understand and utilize volatility
- S- Sustainability of our team
- T- Transparency of fees, charges and expectations
- O- Offer a deep and broad suite of financial services
- M- Market experience
This is at the core of our practice. When you work with the HLH Group, you get care and attentiveness of the whole team, rather than just one advisor. Together we watch over your financial strategy and communicate with you to help ensure your plan always aligns to your financial goals, no matter what may change along the way.
- Chartered Retirement Planning Counselor
- Retirement Plan Consultant
Stocking Works
411 South State Street
Newtown, PA 18940
Charles Lovell

Financial Advisor

Certified Exit Planning Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Charles has more than 16 years of experience providing financial and wealth management advice and services. He joined Merrill Lynch in 2006, coming from Morgan Stanley. Charles focuses on wealth planning and asset management.
Charles, an Eagle Scout, who is originally from San Francisco, CA moved to the Philadelphia area after graduating from Lafayette College. Charles currently lives in Huntingdon Valley, Pa with his wife Amanda and three children Charlie, Margeaux & Greenleigh. He leads the equity strategy in the Investment Advisory Program for the HLHL Group.

Charles is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
- Certified Exit Planning Advisor
- Accredited Domestic Partnership Advisor℠
- CERTIFIED FINANCIAL PLANNER™
- Certified Portfolio Manager®
- Chartered Retirement Planning Counselor
Stocking Works
411 South State Street
Newtown, PA 18940
Christopher Slowey

Account Vice President

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Chris Slowey is a Vice President and Partner of The HLH Group at UBS Financial Services. The HLH Group was awarded Best-In-State Wealth Management Teams 2023 from Forbes/SHOOK Research. Prior to joining UBS in 2023, Chris and The HLH Group worked with their clients at Merrill Lynch.

Chris takes a highly personalized approach to the clients he serves while channeling the resources and capabilities of the firm to craft detailed, integrated strategies across multiple disciplines including financial planning, investment management, wealth transfer, credit & philanthropy.

Chris began his career in Investment Management working for Mario Gabelli at GAMCO Investors, Inc. for 14 years. As Vice President, Chris worked with Institutional Investors, Financial Advisors and Family Offices in equity and alternative investments. Chris earned a bachelor’s degree in Finance with a minor in Accounting from Fairfield University. Today, Chris lives with his wife and their two children in Moorestown, New Jersey.
Stocking Works
411 South State Street
Newtown, PA 18940
Cindy Garrity

Team Administrator

Chartered Retirement Planning Counselor
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- KY
- MD
- MI
- MT
- NC
- NE
- NH
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
- Chartered Retirement Planning Counselor
Stocking Works
411 South State Street
Newtown, PA 18940
Isabella Raspa

Senior Client Associate
View bio
411 South State Street
2nd Floor
Newtown, PA 18940
Kiera Hennessy

Senior Client Associate
View bio
Stocking Works
411 South State Street
Newtown, PA 18940

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Keith Householder

Michael Haberman

Charles Lovell

Christopher Slowey

Cindy Garrity

Isabella Raspa

Kiera Hennessy