Working with us.
Hall Financial Advisors seeks to build life-long investment relationships on a foundation of trust and client satisfaction. We are dedicated to helping you create the life and legacy you desire by applying our investment experience to your unique goals.
Discover the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. Call our office to arrange a personalized, no-obligation meeting with one of our advisors.
Marietta, OH: (740)-883-3682 | Parkersburg, WV: (304)-464-9331
Through preparation and skillful planning, Hall Financial Advisors offers personalized investment strategies that enable our clients to make more informed decisions about their money and the growth and preservation of their assets and estate. We offer comprehensive, objective financial advice to individuals and businesses who deserve distinguished personal service in the following areas:
- Portfolio Management
- Retirement Planning- (IRAs | Roth IRAs | SIMPLE IRAs | 401(k) plans | SEPs | Defined-contribution and defined-benefit plans)
- Fixed Income
- Equity Investments
- Certified Financial Planning
- Estate Planning Strategies
- College Savings- (529 Plans)
CFPA Certification Underscores Our Commitment to You
We’re pleased to announce that Financial Advisors Chris Hall, Jeremiah Kuhn, Kevin Knab and Brennan McKean have received NAPA Certified Plan Fiduciary (CPFA) certification. A CPFA advisor has a strong understanding of how to effectively evaluate, design, implement and manage an employer-sponsored retirement plan. CPFA certification also allows each of our advisors to step into your retirement plan as a fiduciary and give objective advice on investments and plan design. Why is it important that your Financial Advisor be a fiduciary? Because it requires that we always put your interests before our own. This extremely rigorous course covers a wide range of important financial topics and regulatory updates so that your retirement plan maintains compliance while being its most effective.
1 The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/list-directory/#470ac626b274 for more info.