Meet Andrei Hall,
America's Retirement Asset Distribution Professional

Andrei S. Hall, CFP®, CRPC®

President, Hall Wealth Management Group


Chartered Retirement Planning Counselor℠ CRPC®

Andrei Hall's journey to becoming President of Hall Wealth Management, a Certified Financial Planner, and Chartered Retirement Planning Counselor is not just about professional accomplishments but also an emotional one. Growing up in a blue-collar family, Andrei witnessed the struggle and sacrifice that his parents had to go through to provide him with opportunities for a better life. His father, a Navy serviceman, carried a bullet in his leg for the duration of his life, while his mother worked tirelessly as a housekeeper, often traveling for hours by bus to make ends meet.

These early life experiences instilled in Andrei the values of character, integrity, and compassion. Andrei made a promise to his parents that they would never struggle again. Andrei carried this promise with him throughout his life & career. Andrei ascended the echelons of the corporate world at Xerox, subsequently attaining the positionof Vice President and then Corporate Officer at another illustrious enterprise-- all while concurrently thriving as a successful small business owner and astutereal estate investor. Andrei was compelled to help others following several sudden and untimely losses of family members suffered by his employees. He devoted himself to the meticulous study of tax planning and income distribution with an unwavering commitment to assist individuals in accomplishing their financial planning and investment objectives. His expertise culminated in the establishment of Hall Wealth Management, where he now proudly serves as the distinguished Founder and President, revered for his competitive acumen and unwavering dedication to the financial well-being of his valued clients.

It's this unique combination of personal and professional experience that makes Andrei's perspective on the financial landscape standout. He understands the challenges and opportunities that come with various backgrounds and can provide tailored planning and investment strategies for each of his clients. Moreover, his commitment to honesty, integrity, and transparency - instilled in him since childhood - ensures that his clients receive a personal, professional, and productive approach to working towards their financial goals.

Andrei's story is not just about his professional success, but a testament to the values of hard work, dedication, and empathy that helped him get there.

Ed Slott’s Master Elite IRA Advisor Group

Andrei Hall is proud to be a member of Ed Slott's IRA Advisor Group. This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, Andrei has access to training modules, bi-annual workshops and regular webinars to further his knowledge and better serve his clients. In addition, being a member gives Andrei access to Ed Slott and his group of technical specialists, who are also attorneys, CPA's and accountants.

Executive Experience

As a former Vice President at Xerox for twenty-five years & former Senior Vice President at Printronix,  Andrei also has a profound firsthand understanding in the affairs of executive level compensation along with business assets under management.

Andrei executes expert strategies in providing plans in areas including but not limited to: Retirement Income Planning with a focus on distribution strategies, Estate Planning, Business Succession Planning and Investment Portfolio Design.

Our Team

Service & Operations

Erin Calhoun-Dulaney

Client Services

Julian Chamleunsouk

IT Admin

Aaron Perryman

Tax Planning

our mission

To provide exceptional service to our clients

We help relieve them of the burden that personal money management creates by providing customized financial management strategies tailored to their financial goals.

How We Serve

Educating Clients
Limited Clients - We don't just establish accounts
Personalized services reviewing all financial factors that only experience can provide
LPL Financial
Why Andrei, America’s Retirement Asset Distribution Professional has chosen LPL Financial as his Broker-Dealer
Hall Wealth Management advisors have direct access to LPL Financial’s team of world class financial analysts and software that helps us tie together your plan for estate, retirement, and college planning.
LPL Financial is considered the #1 Independent Broker- Dealer In the United States and is the #1 Provider of 3rd party investment services to banks and credit unions.
Fortune 500
Financial Institution Partners

What can you afford to lose?

Built using a Nobel Prize winning framework Riskalyze tells you everything about your financial risks.

5 minutes of your time and together we can take the guesswork out of your financial future.

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