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

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.

Talk with an Advisor

Meet 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

Learn more about your team

If you’re ready to think beyond money, let’s talk.

Talk with an Advisor