Mike Halper

As your trusted financial planner and advisor, my mission is to help you determine what your goals are and then help you implement a plan to achieve your goals. You have goals about your finances, family, and more. My goal is for you to achieve those goals and live your best life as you gain financial freedom for yourself and your family.

I deliver the highest standard of objective financial planning that is accessible, transparent, and built entirely around your success. I work primarily with individuals and families who demand advanced strategy but reject the traditional way of planning and investing and conflicting advice models.

The Strateon Difference: You've built your wealth through hard work and smart decisions. You deserve advice that reflects that expertise, not advice that drains a percentage of your assets every year. As a Flat-Fee Fiduciary, my sole compensation is the transparent planning fee we agree upon. This ensures my recommendations are always 100% aligned with your best interests, whether it involves retirement planning, investment allocation, tax planning, Bitcoin or cryptocurrency allocations, or complex compensation like stock options.

What You Get: A holistic, personalized financial plan, delivered by a CERTIFIED FINANCIAL PLANNER™ (CFP®). My advanced training (including a Master of Science degree in Personal Financial Planning and specialized certifications like Certified in Blockchain & Digital Assets (CBDA) ensures technical excellence in every area, from retirement forecasting and tax-efficient investing to navigating unique assets.

If you are looking for an objective partner to provide the strategy, clarity, and confidence you need to manage your wealth I encourage you to schedule a complimentary introduction.

I am a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Advice-Only Network, the Flat Fee Advisors network, the Fee-Only Network, and PlannerDAO. In digital assets and cryptocurrencies, I am a Certified Digital Assets Advisor (CDAA) and a Certified Blockchain & Digital Assets Advisor (CBDA). I'm also RIA Channel Certified in Digital Assets through the Nasdaq Advisor Academy.

My mission is to empower individuals and families with an achievable life plan, developed from objective financial clarity, unparalleled expertise, and intelligent strategies, so that clients can optimize their finances and achieve their deepest personal goals and live a meaningful, financially independent life.

I became a financial planner because I genuinely love the unique blend of math, strategy, and human connection the profession offers. For me, this work is about far more than just numbers. It's about life's biggest questions: what kind of future you want to create, what impact you hope to have, and how money can be used as a tool to support a meaningful life.

I founded Strateon Intelligent Wealth after realizing that many firms relied heavily on product sales, commissions, or charging a percentage of assets under management (AUM). This model didn't align with my vision. I wanted to build a place where clients could receive a level of world-class, objective planning typically reserved for only the wealthiest clients, without product sales or hidden incentives.

My most rewarding experiences have always come from helping others gain clarity and confidence in their financial lives. That sense of empowerment is what motivates me every day.

I bring together my problem-solving skills, passion for teaching, and financial expertise to deliver objective, accessible, and collaborative planning. My goal is simple: to help you achieve your goals, live a great life, and feel completely confident about your money and your future.