A complete list of active advisors currently associated with Hall Financial Advisors, Pc

Warmer can help you find a great advisor at Hall Financial Advisors, Pc or one who fits your needs even better.

Hall Financial Advisors, PC provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Services include investment supervisory services, comprehensive financial planning (cash flow, retirement, education, estate planning), and consultations on tax and insurance matters. The firm follows a strategic asset-allocation approach using a core-and-satellite framework, favoring passively managed index and ETF positions as the core while adding actively managed funds or individual securities where appropriate; portfolios are globally diversified and documented in client-specific investment policy statements. Hall Financial Advisors accepts discretionary trading authority for client accounts, conducts at least quarterly reviews, and places trades through qualified custodians while clients retain asset custody. A distinctive feature is that the advisory practice is affiliated with and operates alongside a public accounting firm, with the firm’s principal holding CPA credentials and devoting a substantial portion of practice time to tax and accounting work; tax preparation and CPA services are offered separately from advisory engagements. As a small, fee-only adviser managing roughly $22 million for about 50 clients, the firm combines investment management with in-house tax and accounting capabilities — an arrangement that is uncommon among similarly supported advisory firms.

To learn more about the advisors currently working at Hall Financial Advisors, Pc, 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.