Helping you create the life and legacy you desire
Wealth Management Advisors & Services
Welcome to Hall Financial Advisors
We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. Learn more about our wealth management advisors!
24
Years in
Business
230
Combined Team Years
of Experience
$1.44B
Assets Under
Management
Forbes Top Wealth Management Team
Forbes named Hall Financial Advisors to Best-in-State Wealth Management Team in West Virginia (2023 & 2024)2
Our Process
Discover
Your life experiences have shaped who you are and where you want to go. We take time to understand you, your goals, dreams and wishes to learn how we can accomplish them together.
Live
Don’t worry, live your life. We are monitoring your plan and investments so you don’t have to. We are both proactive and reactive. Life has never been an easy ride, so as things change, we’ll reach out to discuss changes in the market and have a schedule of proactive meetings throughout the year to stay informed and engaged.
Grow
Your plan grows with you. As your life and goals change so does your plan. We deepen our relationship by dreaming and growing together.
Build
Together we finalize your financial plan and use the building blocks of investments, taxes, estate planning, and risk management to accomplish your goals. Sound complicated? It is, but it’s our job to make it look and feel easy.
Plan
We take the information we learn about you and build a comprehensive financial plan that fits you. No one size fits all! There is only one you, and that’s why we work together to build your plan.
Our Mission
Hall Financial Advisors seeks to build life-long investment relationships on a foundation of trust and client satisfaction. We are dedicated to helping clients create the life and legacy they desire by applying our investment experience to their unique goals.
