Michelle Brennan Hall

Michelle Brennan Hall

We are an independent financial advisory firm powered by seasoned advisors. Founded with a focus on investor financial independence and a dedication to family legacies; our services, strategies and systems are designed with you in mind.

With a strong entrepreneurial spirit, we respect what it takes to run a business, be results driven and accountable to whom it matters most…..our clients.

Our teams consist of skilled professionals with disciplines that bring expertise to each client case. Advisors are motivated to align with client goals, put them first and to communicate regularly. The focus is simple: To discover how best we can help investors realize their objectives. We believe this builds investor confidence.

Our commitment to the community is also very much part of who we are. We are grateful for the many opportunities this city has afforded our firm and so we proudly continue to support the community through a variety of philanthropic endeavors.

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Michelle Brennan Hall is a veteran wealth advisor with more than 30 years guiding investors’ net worth and financial decisions. Her specialty is in personal wealth strategies for executives, physicians, business owners and retirees. Known for creating the Financial Life Map Strategy™ that fosters investor financial strength and well-being, Michelle understands the importance of clarity about the road ahead. Dedicated to her clients’ success, constant attention and deep knowledge are hallmark characteristics of her approach. The Brennan Hall team has a strong commitment to responsiveness, innovative thinking and sound guidance.

Hundreds of families look to Michelle to navigate their financial future, care for the many aspects of wealth and to anticipate the very unpredictable and complex capital markets. Noted for her dedication to women’s financial independence, her most recent endeavor is to improve the financial confidence of women. She authored the pivotal “Women and Money” report in 2016 after sponsoring a national survey on the modern female’s experience with finances. The objective is to promote a generational shift in women’s attitude with money by encouraging their participation in long-term financial planning.

As a featured speaker, Michelle frequently shares her knowledge in the media. She has contributed to local ABC affiliate WFAA-TV, The Wall Street Journal, Investment News, The New York Times, New York Newsday, The Dallas Morning News, Dallas Business Journal, Huffingtonpost.com, Next Avenue and Forbes.com.

Giving to others through local community involvement is another of Michelle’s passions. Serving alongside her sons at local charities and supporting many national causes with her husband is an annual family commitment. She is also involved in multiple professional organizations including the Financial Planning Association, Financial Services Institute, Advisor Group Tech Council and Executive Women of Dallas.



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