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 am a CERTIFIED FINANCIAL PLANNER™ professional through the CFP Board and have a Master of Science degree in Personal Financial Planning. I have also received the following certifications and designations: Master Planner Advanced Studies℠ (MPAS®), Chartered Retirement Planning Counselor℠ (CRPC®), Accredited Portfolio Management Advisor℠ (APMA®), Accredited Wealth Management Advisor℠ (AWMA®), Sports & Entertainment Accredited Wealth Advisor℠ (SE-AWMA®), and Chartered SRI Counselor℠ (CSRIC®).

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. 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.

My mission is to help individuals and families live great lives by providing clear, practical, and personalized financial guidance. I empower people to retire with confidence, maintain control over their investments, and make informed decisions about their money. By removing barriers such as product sales, account minimums, and asset management requirements, I make high-quality, objective, and holistic financial planning accessible to clients at every stage of life. Through education, collaboration, and ongoing support, I give clients the confidence and tools to reach their goals on their own terms.

I became a financial planner because I love the unique blend of math, strategy, and human connection that the profession offers with the ability to help people. Financial planning isn’t just about 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. For me, there is no work that is more interesting or impactful.

My most rewarding experiences have always come from helping others. Whether mentoring people in personal finance or guiding clients through important life and career decisions, I’ve seen firsthand how empowering it can be when someone gains clarity and confidence in their financial life. That sense of empowerment and making a positive difference in people's lives is what motivates me every day.

I founded Strateon Intelligent Wealth after realizing that many of the firms I interviewed with relied heavily on product sales, commissions, or charging a percentage of assets under management. While that model works for some, it didn’t align with my vision of what financial planning should be. I wanted to build a place where clients could receive the same level of planning, attention, and care that larger firms typically reserve for only their wealthiest clients, and without any product sales, asset minimums, or hidden incentives.

At Strateon Intelligent Wealth, I bring together my problem-solving skills, love of teaching and helping, and financial expertise to deliver objective, accessible, and collaborative planning. My goal is simple: to help people achieve their goals, live great lives, and feel confident about their money and their future.