Michael Haberman

About Michael Haberman

Hello, I\'m Michael Haberman, Senior Vice President and Retirement Plan Consultant with the Custom Wealth Management Group (Formerly HLH Group at UBS) in Suburban Philadelphia. We are a team of talented investment professionals with unique and complementary capabilities, perspectives, and wealth management experience: myself with 21 years of experience with my partners, Keith Householder, Charles Lovell, and Chris Slowey who have additional collective experience of over 65 years. We focus on serving high level executives, entrepreneurs, business owners, corporations 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 makingU- Understand and utilize volatilityS- Sustainability of our teamT- Transparency of fees, charges and expectationsO- Offer a deep and broad suite of financial servicesM- Market experienceThis is at the core of our practice. When you work with the Custom Wealth Management Group, you get the care and attentiveness of the whole team, rather than just one adviser. 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. To maintain this high level of service, we limit the number of households we work with to help ensure that we can meet all client needs and expectations efficiently and effectively. This all begins with potential clients and our team mutually being selective and performing due diligence upfront. We welcome the opportunity to explore whether the HLH Group is the right fit for you and your family. Please call me at (21••••••94 or email me at m••••••••@ubs.com to begin a dialogue.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Senior Vice President - Wealth Management, Retirement Pan Consultant

   UBS

   Oct 2022 — Present

Education

• Drexel University

  Bachelor's Degree

  1998 — 2002