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Our Team

Family-owned for 40+ years.

Since 1983, Hale & Associates has been a family-run, independent firm — founded by Duke Hale and still guided by the same hands-on approach three generations later. Independence means we answer to our clients, not a corporate parent, so the advice you get is built around your retirement — not a product quota. We take the time to understand where you are at every stage of life, then build and continually monitor a custom-tailored income and estate plan around it.

Independent advice. Trusted guidance. Financial clarity for life.

Leadership

Meet the founders.

Our People

A team you can trust.

Let's see where you stand.

A 30-minute conversation. No obligation. No product pitch. Just a clear-eyed look at your retirement, from people who've been doing this since 1983.

Or call 800.941.7531 — we answer on the first try.