Independent, Private Wealth Management
Blair Hall Advisors is an independent, private wealth-management firm that provides comprehensive solutions for our clients. Our practice is limited to clients for whom we believe we can make a meaningful difference. Most of the clients we serve are successful business owners and senior executives, working or retired.
We help our clients maximize their personal wealth by attending to all five areas of major concern for successful people: making smart investment decisions; mitigating the impact of taxes; providing for heirs; protecting assets from unwanted risks; and charitable giving. In effect, we serve as each client’s private chief financial officer.
Because we are structured as a fee-only Registered Investment Adviser, our advice is never skewed by the conflicts of interest inherent in other kinds of structures claiming to offer financial advice.
As with any advisory practice, the specific individual who serves as your advisor is critical. Both of our Wealth Managers—Tom Gerson, who is also Managing Partner, and John Correia—are deeply experienced in investing and business, have earned an MBA from a top school, and have advanced financial-industry training.
Read more about our team and our approach to get a better sense of who we are and what makes us distinctive from other wealth-management advisors. Charles Schwab & Co. is custodian for client assets, with open access for clients.
Please contact us to request a complimentary review of your financial affairs or to open a conversation (some restrictions apply).
The “Fiduciary Rule” – What It Might Mean For You...
Increasingly friends and clients have been asking us, “Tom and John, what does this new so-called ‘Fiduciary Rule’ mean for me and other investors?”