Mikael Hallstrom

With a vast knowledge base, strong integrity, and nearly two decades of experience serving thousands of clients, Mikael specializes in providing comprehensive financial planning, asset management, wealth preservation, and succession planning services for mass affluent and high-net-worth individuals, families, and small business owners.

Mikael is an expert in making the complex financial world easy to understand, and he’s a seasoned operator in actually implementing effective strategies. Receiving great advice is one thing; however, what you do with that advice is what accomplishes your goals. Sadly, effective implementation is lacking in our industry, and it’s not your fault. Mikael will dedicate time to educating you until you’re comfortable with your plans and then help you implement a system that works for building, maintaining, enjoying, and passing on wealth according to your unique objectives.

Mikael has a bachelor’s degree in finance from Bethel University in St. Paul, Minnesota. He holds his Series 7, 63, 66, and Life and Health Insurance licenses. Mikael is an Investment Advisor Representative, maintains a fiduciary relationship with his clients, and holds himself to the highest ethical standards.

Mikael lives in Northern Virginia with his wife and three children. His greatest joy is being a husband and father. He likes to spend time with family, stay active and live a healthy lifestyle, participate in church activities, and act as a chauffeur for his littles' extracurriculars.