About Us
About Hall Wealth ManagementYour Wealth Deserves More Than a Plan. It Deserves a Partner.
At Hall Wealth Management, we believe that true financial confidence doesn't come from a spreadsheet it comes from knowing that every decision you make today is quietly working in your favor tomorrow. We serve high net-worth individuals, families, business owners, and those approaching or living in retirement who have worked too hard to leave anything to chance. Our clients don't just want advice. They want clarity, strategy, and someone who genuinely understands what's at stake. That's exactly what we deliver.
Meet Your TeamThe Power Of LPL
Our team brings together expertise, dedication, and the resources of LPL Financial to help you achieve your goals. By combining personalized guidance with industry-leading support, we provide a strong foundation for your financial success.
Build Wealth On Your TermsWhat If You Could Achieve Financial Freedom? We’ll Set You On The Appropriate Path.
Financial security isn’t a singular, one-size-fits-all goal – and when you work with advisors and institutions backed by LPL Financial, you’re positioned to receive personalized guidance designed around what matters to you.
As champions of letting advisors do what they do best, we’re simply here to help make that happen. Your LPL advisor has the freedom to serve your needs on your terms. They’re never pressured to sell certain investment products, they’re not held accountable to meet sales quotas, and they’re empowered to put your best interests first – always.
Our History
Fortune 500 Company
Ranked #340 in 2025
Size and Scale
32,000+ financial advisors and 1,100 institutions
11 Million
LPL advisors and institutions serve 11 million client accounts
$2.3 Trillion
LPL services or custodies $2.3 trillion in brokerage and advisory client assets
Corporate Responsibility
Ranked on Newsweek’s America’s Most Responsible Companies list
Inclusion and Belonging
Ranked on Forbes list of America’s Best Employers for Diversity
LPL As Custodian: What That Means For YouInvestors Commonly Ask What A Custodian’s Role Is. Here’s The Answer.
- LPL is the number one independent brokerage, as reported by Financial Planning magazine, 1996 - 2025, based on total revenue.
- Data as of September 30, 2025.
- Source: Newsweek 2020-2025.
- Source: Forbes 2024.
Our TeamMeet The People Behind Your Plan
Andrei S. Hall, CFP®, CRPC®
President, Hall Wealth Management Group
Natasha Mcpherson, CLTC®
Managing Director
William Hayes
Trust & Estate Attorney
Steve Morris
Insurance
Erin Calhoun-Dulaney
Client Services
Jaiden Hall
Client Services
Anthony Leongini
Client Relations
Contact UsLet's start a conversation.
Contact Hall Wealth Management today and discover what it feels like to have a true financial partner in your corner.