I've walked the path you're on.
I'm the founder of Haland Wealth Management, and I've built my life and career across two parts of the world. I earned my bachelor's degree in business at the American University of Beirut and my MBA at Rockford University in Illinois, and I completed my CFP® education through Northwestern University's School of Professional Studies. I know firsthand what it takes to build a financial life in a new country: the unfamiliar systems, the cross-border ties, the decisions that don't come with a guidebook.
I've worked in financial services since 2015, including several years as a financial planner on an advisory team, building comprehensive plans and working directly with clients to put them into practice. That's where I found the part of this work that matters most to me: people don't come to a planner because they want a document. They come because something is keeping them up at night, and they want someone to help them navigate it.
I love this work because I love people.
Watching someone move toward the life they've been working for, and knowing I helped them get there, is the closest thing to happiness I know. That's why I built Haland Wealth Management the way I did: as a fiduciary, fully on your side, with a flat fee tied to the complexity of your plan rather than the size of your accounts.
The fee you pay us should reflect the work and the thinking that go into your plan, not your net worth.
Away from work, I start most mornings lifting weights and a quick call home to my family, and I'm on a mission to visit every continent, with South America and Antarctica still to check off. Beyond English, I speak Arabic and French.
Haland Wealth Management is a DBA of Seventwotwentythree LLC - Haland Wealth Management LLC, an investment adviser registered in the State of Illinois. Registration does not imply a certain level of skill or training. As a registered investment adviser, the firm is a fiduciary and acts in its clients' best interests.
This website is for general informational and educational purposes only and does not constitute investment, legal, tax, or accounting advice, nor an offer, solicitation, or recommendation to buy or sell any security or to engage our advisory services. Advice is provided only to clients under a signed agreement. Investing involves risk, including the possible loss of principal; past performance does not guarantee future results. Nothing on this website is an offer to provide advisory services in any jurisdiction in which the firm is not registered or exempt.
"Paths to happiness" is not intended to give assurance as to achieving happiness.
Additional information about the firm is available at adviserinfo.sec.gov using CRD #336453. Our Form ADV Part 2A and Privacy Policy are available on request.
Sobhi Baghdadi is a CFP® professional; the CFP Board certification marks are held by the individual certificant, not the firm. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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