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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Hal Otey Financial, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Hal Otey Financial we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.

1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.





    Our financial planning services are built on trust, transparency and accountability.

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

    Portfolio Management

    We strive to build and maintain portfolios that yield the greatest level of expected return for the given level of risk.  Learn More

    Risk Management

    As your financial guide and wealth advisor, we look to identify areas that you may be exposed to unnecessary risk.  Learn more

    Tax Planning

    We’ll make use of our 30 + years of experience to work with you to help minimize the impact of taxes.  Learn more

    Wealth Planning

    Helping you make wise decisions with your wealth is based on an understanding of where you are currently and where you are trying to go.  Learn more

    Estate Planning

    We work closely with you and your attorney  to help you determine how you’d like the various assets in your estate handled.  Learn more

    Connect with an Advisor

    Please provide your name and email and we will have an advisor contact you.

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      Personalized Wealth Management

      At Hal Otey Financial, we are dedicated to enhancing the quality of our clients’ lives by clarifying their long-term goals and dreams….allowing them to focus on those areas that give their life meaning and purpose. We are a wealth management firm based in Memphis, TN serving good, “salt of the earth” middle class retirees, as well as affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Hal Otey Financial help you on your True Wealth journey.

      Contact one of our wealth advisors to request a complimentary consultation.

      Investment Management

      Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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      Carson Partners

      We are proud to be affiliated with a network of growth-minded advisors through Carson Partners. This partnership empowers us to live out our massive transformative purpose: to be the most trusted for financial advice.

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      Our Locations

      Hal Otey Financial is headquartered in Memphis, TN. Contact us today to speak with a wealth advisor or financial professional nearest you.

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      Insights

      Hal Otey’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read More

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