About Company

Hal Otey Financial is a Memphis-based wealth advisory firm that helps clients define their financial goals and build tailored plans to pursue financial freedom through services including financial planning, retirement planning, investment management, tax planning, estate planning, and private-client solutions. Hal Otey Financial combines experienced advisors and tax professionals with a coach-like approach—serving as partner, accountability coach, and advocate—to guide clients from planning through implementation, and operates from an office at 6750 Poplar Ave, Suite 110, Memphis, TN while collaborating with Cetera/CWM partner organizations for investment and brokerage services.

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