About Us

Helping Educators and Their Families Build Wealth on a Solid Financial Foundation

Since 1982, Halliday Financial has dedicated itself to energetically applying creative strategies to the diverse financial objectives of our clients. We are an independent financial services firm with access to a robust platform of investments without the trappings and restraints of a massive bank, insurance company or wire-house. We primarily focus on serving educators (teaching and non-teaching staff) at public/private schools and their families. We utilize a goals-based approach to planning. Conversations start by listening to what is most important to our clients. Whether it is income and expense planning, tax reduction strategies, beneficiary planning, or maximizing your employer benefits, we welcome the opportunity to help you benefit from the coordinated value of independent advice.


Years of Experience

Who We Are

When you read our mission and our guiding principles, you can truly understand our firm’s philosophies and the manner in which decisions are made.

Our Mision

“The oak tree, as our corporate symbol, is an important manifestation of our mission on behalf of our clients, because investing is much like planting an acorn and nurturing its growth. You begin by creating an environment that provides the greatest opportunity for steady development, focusing on a long-term commitment that will eventually produce optimum results.

As time passes, from a tiny acorn the sapling begins to flourish. There is no radical change in its care. When bad weather comes, you do not uproot the tree to protect it. Instead, you remain calm in the faith that fairer days lie ahead. At Halliday Financial, we take pride in fostering your financial safety. We assist our clients through every phase of the financial lifecycle, from starting a career and family to retirement. We take satisfaction in seeing our clients realize their dreams.”

Robert W. Halliday, Ph.D., Founder

Guiding Principles

Our clients’ objectives are paramount.

The highest level of client service is essential.

We embrace different opinions, work styles and personal attributes.

We believe in diversity and equality and we bring passion to our work to advance these principles.

We only achieve our goals after our clients achieve theirs.

We are motivated, productive and disciplined.

Individual initiative and professional responsibility significantly contribute to our success.

Personal excellence is built through continuous learning and self-improvement.

Camaraderie is an essential element of a successful professional relationship.

Balancing work and family supports our success.

We promote a working environment of equality, diversity and justness.