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 with Oxford Financial Group, Ltd. Prior to joining Oxford in 2012, Richard was the Investment Director for PNC Bank in its Wealth Management division as well as an investment manager for Standard Federal Bank.

Having been in the financial services industry since 1995, Richard specializes in investment management, financial planning, estate planning and client service—advising high net worth individuals, families and institutions.

Richard is a graduate of Wayne State University with both a Bachelor of Science and a Master of Business Administration (MBA) with a focus on investment finance.

He is a Certified Financial Planner (CFP®) professional, as well as a Certified Trust and Fiduciary Advisor (CTFA), a Certified Wealth Strategist (CWS®) and a Certified Divorce Financial Analyst (CDFA®).

In 2010, Richard completed the United Way of Central Indiana Ardath Burkhart Governance and Management Series—an intense study of the governance and management issues facing nonprofit organizations around Central Indiana. He is a member of the Financial Planning Association and the Association for Corporate Growth.

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