A complete list of active advisors currently associated with Erica Hall Wealth Advisors, LLC.
Warmer can help you find a great advisor at Erica Hall Wealth Advisors, LLC. or one who fits your needs even better.
The firm provides financial planning and investment management to individuals, families, professionals and business owners, as well as trusts, estates and charitable organizations. It also offers consultative services and can refer clients to unaffiliated third‑party money managers or managed portfolio programs when appropriate. The firm delivers continuous, ongoing portfolio management under a fiduciary standard, creating an Investment Policy Statement for each client and using an active management approach with regular monitoring and periodic rebalancing. Planning is supported by financial‑planning software and the firm implements portfolios using mutual funds, ETFs and individual securities while generally seeking no‑load options and offering both discretionary and non‑discretionary arrangements. Noteworthy features include a regular program of educational seminars and workshops on topics such as retirement plans, long‑term care, investment basics, cash‑flow and planning for women — an offering that is uncommon among peers. The practice operates as a single‑advisor firm with roughly $12.3M in assets under management across about 99 clients, may act as a solicitor to third‑party managers, and the principal holds insurance licenses and may recommend insurance products (a relationship the firm discloses).
To learn more about the advisors currently working at Erica Hall Wealth Advisors, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Southfield, MI
| 15
|
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