Registered Investment Advisor helping local businesses build and manage their company’s retirement plan. We deliver independent plan fiduciary services, including investment advice, plan design, employee education, and more to ensure compliance, cost efficiency, and better retirement outcomes for you and your employees. 

Hall Financial Wellness was founded by seasoned retirement plan specialist, Suzan Hall, CFS® to fill a critical gap in the retirement plan industry. After more than 20 years of experience working with businesses, financial advisors, and plan providers, Suzan saw firsthand the lack of dedicated 401(k) workplace retirement plan advisors who truly understand the complexities of plan management, fiduciary responsibilities, and participant engagement.

At Hall Financial Wellness, we specialize in helping businesses optimize their retirement plans while ensuring fiduciary duties are met and improving participant outcomes. Core areas of expertise include:

	•	Fiduciary Consulting & Oversight Helping plan sponsors navigate their fiduciary responsibilities and reduce risk.

	•	Plan-Level Investment Advice - Serving as a 3(21) or 3(38) investment fiduciary, providing guidance on fund selection and monitoring.

	•	Plan Design Consulting 
Ensuring retirement plans are structured to meet business goals and improve employee retirement readiness.

	•	Employee Education Services Engaging participants with clear, actionable education to drive better retirement outcomes.

	•	Service Provider Management – Helping businesses evaluate, select, and oversee recordkeepers, TPAs, and other plan service providers.

With deep industry expertise and a passion for improving workplace retirement plans, Hall Financial Wellness is committed to delivering independent, expert guidance to businesses and their employees.



Hall Financial Wellness

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Hall Financial Wellness

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