Hall & Romkema Financial Services

Independent and unbiased

Hall & Romkema Financial Services is an independent registered investment adviser wholly owned by our principals. We are not distracted or compromised by outside owners. Our structure enables us to be flexible in providing the service you need to make decision expeditiously and to be attentive to your specific objectives.

Broad experience and sincere commitment

With broad experience in investment portfolio management, taxation and trust administration, we are committed to deliver the advice most appropriate for you.

Straight forward advice and access

We deliver straightforward, unbiased, advice and our clients have direct access to the principals. An independent custodian provides full account transparency.


We are committed to operating our business with integrity. Our principals include three certified public accountants with personal financial specialists designation from the American Institute of Certified Public Accountant's who are dedicated to the highest ethical and fiduciary standards.


Our principals also own and operate Retirement Options, LLC, a Retirement Plan Design and Administration firm and Hall & Romkema, PLC, a Public Accounting firm.

© 2017 Hall & Romkema Financial Services, L.L.C. member FINRA/SIPC. All rights reserved