Hall Financial Wellness (HFW) is a boutique registered investment advisory firm based in Newport Beach, California, specializing in employer-sponsored retirement plans. The firm serves small and medium-sized businesses seeking professional guidance to manage plan responsibilities and support employee savings. Its advisory services cover 401(k), ERISA 403(b), Defined Benefit, and Cash Balance plans.

HFW provides fiduciary guidance, retirement plan design consulting, benchmarking, and live employee education. Its work is intended to help employers reduce plan-related liability, improve participant outcomes, and keep plans aligned with changing ERISA requirements. The firm emphasizes personalized service and direct access to its advisor for fiduciary meetings, participant seminars, and client inquiries.

Founder and Principal Suzan Hall brings more than 25 years of experience in employer-sponsored retirement plans. In addition to business-focused advisory services, Hall Financial Wellness offers resources for individuals, including a learning hub, calculators, and frequently asked questions. The firm states that it does not provide tax or legal advice, and that services may not be available in every state.