Broker Check
Mikael Hallstrom

For nearly two decades, Mikael has specialized in providing comprehensive financial advice to individuals, families, and small business owners. Through a holistic approach, Mikael helps clients implement purpose-driven financial strategies in all the key areas of finance, from Cash & Debt Management, to Investments, Retirement & other Goal Planning, Asset Protection, Tax Management and Estate Planning Strategies.

Mikael enjoys being able to relieve his clients of the stress that comes with managing their finances, so they have more time and energy to focus on the things they value most. Understanding that every situation is unique, his desire is to help clients better manage current and future wealth and navigate their numerous financial options. Mikael subscribes to a Smart Money philosophy, which is a process of covering all your financial bases so that no matter what happens tomorrow there is always going to be a smart way to provide for your needs.

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, and maintains a fiduciary relationship with his clients, holding himself to the highest ethical standards.

Mikael lives in Leesburg, Virginia with his wife Jessica, and children Skylar, Erik and Evelyn (twins!). Originally from Minnesota, Mikael enjoys experiencing everything living in the MidAtlantic has to offer. On any given weekend you might find him doing kids activities, fishing, or golfing.