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Haddon Planning Group is an independent financial advisory firm. Since 1981, we have remained committed to exceeding client expectations and building long-term relationships, which has earned us the trust, confidence, and respect from our clients and recognition from our industry. Creating a comprehensive, long-term client relationship is our main focus. We work with individuals, families, and businesses to help them define their financial goals and develop strategies for reaching those goals. We apply our same consultative approach to your business planning needs, bringing experience to help family and privately-owned businesses with retirement planning, succession planning and cash flow optimization. We welcome the opportunity to show you how.

Haddon Planning Group Questions

The Haddon Planning Group annual revenue was $37 million in 2026.

Heidi Amoroso is the Vice President of Sales of Haddon Planning Group.

7 people are employed at Haddon Planning Group.

Haddon Planning Group is based in Newtown, Pennsylvania.

The NAICS codes for Haddon Planning Group are [52, 5239, 52393, 523].

The SIC codes for Haddon Planning Group are [628, 62].

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