Founder’s Message

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