Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA®

Managing Director

Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA®
“My guiding principle in serving clients is to always speak with integrity, sincerity and honesty. To be impeccable with your words shows strength of character and is exemplified in my commitment to excellence for my clients, family, friends and community.”

About Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA®

Richard Hall is a Managing Director at Oxford Financial Group, Ltd., where he demonstrates his unique ability to bring clients expert solutions to investment goals. Richard focuses on helping individuals by ensuring they are well educated and understood through the process. This understanding helps clients feel confident in their partnership with Oxford.

Richard specializes in investment management, financial planning, estate planning and client service—advising highnet-worth individuals, families and institutions. He brings nearly 26 years of experience serving individuals and families with broad financial planning expertise.

Prior to joining Oxford, Richard was the Investment Director for PNC Bank in its Wealth Management division. Prior to that he served as an investment manager for Standard Federal Bank.

Richard is a graduate of Wayne State University with both a bachelor of science and a master of business administration with a focus on investment finance. He is a CERTIFIED FINANCIAL PLANNER professional, Certified Trust and Financial Advising professional, Certified Wealth Strategist® and Certified Divorce Financial Analyst.

Richard is involved in a number of charitable and community endeavors. He and his wife, Christina, live in Greenwood, Indiana with their three children.

Richard aims to make his clients feel confident in the investment planning process and rest easier knowing that they have someone on their team who understands what they are facing and will partner with them to help make their goals a reality.