Hallmark Wealth Planning is a financial planning and wealth management practice based in Beavercreek, Ohio, led by managing partner and financial advisor Jason M. Hallmark. The firm works to understand each client’s personal circumstances, goals, and tolerance for risk, emphasizing personalized guidance and long-term relationships built on open communication. Its stated priority is helping individuals and families plan for their financial well-being and manage money with confidence.

Services include financial planning, wealth management, investment guidance, estate planning, insurance, retirement income planning, education funding, and tax planning. The practice also provides resources to help clients explore topics such as retirement, investing, estate matters, insurance, taxes, and personal finance. Its website features articles, videos, calculators, a glossary, tax resources, and a podcast and blog, with information on subjects including early retirement and the SECURE Act 2.0. Hallmark Wealth Planning offers opportunities to schedule in-person or Zoom meetings and provides a client login. Securities and advisory services are offered through Osaic Wealth, Inc.; the firm and Osaic are separate entities.