There’s No One-Size-Fits-All in Wealth Management

We believe in a holistic approach to wealth management and retirement planning. We provide clarity and confidence along your financial journey.

Does this sound like you?

Let's do our best work together.

A Generous Steward

You want to bless others with your time, treasure, and talents

$500K+

You are a diligent saver with investments over $500K, excluding real estate

Seeking an Expert

You want to navigate retirement with an expert by your side

Your team

  • CFP®, RLP, CKA, MBA, MDiv

    Spencer S. Hall

    President

  • Vicki Humphreys

    Client Services and Marketing Specialist

  • Melissa Christopher

    Registered Client Services Manager

  • Beth Blair

    Director of Client Services

  • Austin McLaughlin

    Lead Financial Planner

  • Steven S. Hall

    Founder, Retired

Wealth management is more than increasing numbers.

That’s why we provide guidance throughout the various seasons of your life—whether you’re approaching retirement, navigating your post-work years, or undergoing a life transition.

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