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The Hale Meyer Andzik Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Helping you.

Helping you achieve financial success is our first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Asset Management
  • Business Succession Planning
  • Cash Management
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Institutional Services
  • Philanthropic Services
  • Planning for Special Needs Individuals
  • Retirement Planning
  • Sustainable Investing
  • Trust Accounts
  • Wealth Management

Experience

Experience


The Hale Meyer Andzik team has a broad depth of experience and recognition:

Wealth Management: The Hale Meyers Andzik Group has been represented at Barrons Top Advisor Summit Meeting for each of the past 13  years and was at the inaugural Forbes Top Advisor Meeting in 2017 .

Foundations and Endowments: The Hale Meyer Andzik Group currently serves multiple Foundation and Endowment clients and includes a member that has received a post graduate certificate on this subject from Wharton.

Corporate Retirement Plans: HMA Group currently serves approximately 70 corporate retirement plans and 401-ks.

Institutional Cash Management: This division of the Hale Meyer Andzik Group is one of only 100 in the United States certified by Morgan Stanley to provide investment and cash management services to Government Entities.

Community Involvement

Community Involvement

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Location

Location

  • 4380 Buckeye Lane, Suite 200
  • Beavercreek, OH 45440


    Meet The Hale Meyer Andzik Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Hale Meyer Andzik Group today.

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