About Us
Hall Wealth Management
Hall Wealth Management is an independent Wealth Management firm located in Broken Arrow, Oklahoma, with clients in multiple states. Wealth management is the ongoing process of enhancing financial security, protecting your assets, and reducing financial risk. It incorporates comprehensive financial planning, portfolio management, retirement and estate planning, tax strategies, as well as a blend of several other financial services. At Hall Wealth Management, we help manage your financial wealth so that you can live life with confidence and assurance that your assets are working just as hard as you are. We understand that the biggest challenge when preparing for a sound financial future is knowing what to do.
Financial Advisor
Kevin Hall
Kevin’s goal is to help you make well-informed decisions on choosing investments that are right for you. He emphasizes the necessity of adjusting investment plans as your goals and needs change. Kevin will always listen to your concerns, share all information about potential investments, including benefits, risks and potential tax implications, and treat your financial goals with the same care and interest that he devotes to his own family. Kevin started his career in the financial services industry in 2008 after earning his bachelor’s degree in finance from Northeastern State University. In addition to his degree, Kevin also passed the Series 7, 63 and 65 exams and holds the insurance license. . Kevin is a devoted Christian family man. He and his wife, Megan, have two children, Landon and Aubrie. Kevin loves spending time watching Landon play football, soccer and golf, and Aubrie in gymnastics and cheerleading. They have three pets, a golden retriever named Bella, a labradoodle named Jake and a cat named Rosie. Traveling is a favorite pastime for the family.
What you can expect when you work with us.
1:1 financial advice based on your goals and needs.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
Regular meetings to review your goals, progress and investments.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
Regular meetings to review your goals, progress and investments.
Everyone has a Risk Number.
Let’s find yours.