Hall Financial Advisors is committed to helping its clients navigate an ever-changing financial landscape. For nearly a quarter century, and with 230 combined team years of experience, HFA provides a unique approach based on an exhaustively informed financial perspective. HFA seeks to build life-long investment relationships on a foundation of trust and client satisfaction.
With preparation and skillful planning, HFA offers personalized investment strategies that enable its clients to make more informed decisions about their money and the growth and preservation of their assets. The Financial Advisors at HFA understand the importance of peace of mind and always take into consideration individual levels of risk tolerance.
Through continuing education, solid investment strategies, and an innovative teamwork model, each Advisor at HFA forms a deep partnership with every client and is proactive in recognizing trends and responding with agility to changing markets. The HFA portfolio of financial services include Advisory Services, Retirement Planning Services, Equity Investment, Fixed Income, Estate Planning Strategies, Trusts, and Education Planning.
As Fiduciaries, each Hall Financial Advisor is strictly bound to always act in the client’s best interest. NAPA Certified Plan Fiduciary (CPA) certification requires that Financial Advisors have a strong understanding of how to effectively evaluate, design, implement and manage employer-sponsored retirement plans. HFA clients also have access to securities-based lines of credit, residential mortgages, home equity financing, and small business financing.
HFA believes in long-term commitments and lasting relations built for a lifetime of results. Each client's objectives are understood through clear and frequent communications. Personally tailored investment strategies are based on careful evaluation of the unique situation of each client.