Geoff Hall, CFP®, RICP®

Director | Lead Advisor

The year was 1992. I enrolled in Rick Zuber’s microeconomics class solely because it was a requirement to receive a degree in business administration – my chosen major at the time. Somehow, Dr. Zuber’s zany examples of opportunity cost and supply and demand caught my attention and from then on I was hooked.

After twenty-nine years of practicing wealth management, multiple bull and bear markets, an internet bubble, a financial crisis and everything else in between, I have come to understand certain truths. The stock market can be volatile and it’s best if you prepare ahead of time. The less you pay in taxes and expenses the more of your money you keep. Outside perspective is a very good thing. Having a good financial plan as your frame of reference goes a long way. Based on these truths, my value proposition is elegantly simple yet profoundly effective…

I strive to listen to my clients like they are the only person in the world so that I can best understand what is most important to them. I work diligently to control the things that can be controlled in the investment process like taxes, expenses and market underperformance so my clients can keep more of their hard earned wealth. By creating and continuously monitoring a plan for each of my clients I ensure that they feel confident that they are on track to do more of the things that are most important to them. I offer my clients independent, unbiased advice in a language that they understand.

My wife, Crystal, and I have been married for 12 years and have two kids, Cooper (11) and Rhodes (9.) When I’m not spending time with them you might find me downtown serving at our church, pushing my limits during a mountain bike ride or having coffee with a friend in the Five Points area of Raleigh. I have been given the privilege of shepherding my family of clients through the ups and down of the markets and of life for that matter. And for that I am thankful.