Meet Spencer
Spencer Hall Financial Advisor
Spencer works directly with clients to help build, implement, and maintain comprehensive financial plans. The complexities of electing Social Security, unwinding assets, and understanding long-term tax ramifications are oftentimes barriers to creating a sound retirement strategy. Sometimes goals such as college, weddings, or new homes make things a little more difficult. By getting to know clients through their goals, expectations, and investing preferences, he can help them navigate through the uncertainties that lie ahead with complete confidence. Our process is completely personalized and tailored to the specific needs of everyone we meet with and is focused on building long-lasting relationships.
After graduating with a bachelor's degree in economics from the University of Maryland, Spencer started as a full-time advisor at McAdam, working under a team with more than 40 years of experience. In August of 2020, he started working with and developing junior advisors as a Senior Manager at McAdam’s Tysons Corner office until July of 2023.
Today, he works exclusively with clients alongside his partner, Markus Malmgren, where they focus on client experience and strong personal relationships above all else.
When he is away from the virtual office, Spencer spends time with family and friends around good food and travels as much as he can. Whether it involves hiking in national parks, SCUBA diving off the coasts of Caribbean beaches, or exploring new cities, he is most fulfilled when doing something new. Spencer first got into the financial services business because of his interest in financial markets but has stayed because of the enjoyment he gets through getting to know clients on a level deeper than just dollars and cents.
Meet Markus
Markus Malmgren Financial Advisor
Markus is all about energy and enthusiasm in his work at McAdam. He helps his clients by creating a holistic financial planning strategy with clear concise recommendations, action plans, and implementation strategies. His areas of specialization include but are not limited to tax-efficient retirement planning, spend-down strategies, tax-smart legacy planning, asset protection strategies, and turning hard-earned retirement assets into after-tax income streams. After all, no one wants to see Uncle Sam take a bigger chunk of their hard-earned savings than he should. By developing a deep understanding of the client’s vision for their ideal future, he’s able to develop a unique tailored solution to help them achieve their vision no matter how soon or far away.
After graduating from the University of Mary Washington, he knew right away that he wanted to do something that allowed him to work with people directly and have an impact on their lives. This led him to become a financial advisor—what he calls the perfect combination of analytical and interpersonal skills. Markus started under a team of veteran advisors with decades of experience and quickly grew his practice to being one of the top in the firm nationwide. In 2018 his focus turned to training and developing junior advisors as a Senior Manager at McAdams’ Tysons Corner office. Beginning in 2023, he began to work side by side with his business partner Spencer Hall in ensuring that their high-net-worth clients receive the most thoughtful and meaningful, concierge-style of boutique independent financial planning services.
To Markus and Spencer, it really is personal. Your vision for the future is more than just a number or a statistic. “All successful people men and women are big dreamers. They imagine what their future could be, ideal in every respect, and then they work every day toward their distant vision, that goal or purpose.”―Brian Tracy.
When away from the office, he spends his time enjoying the great outdoors with his wife Emma, their daughter Hallie, their son Berand and their two Great Pyrenees dogs on their farm located in the Virginia countryside town of Warrenton.
Take Control of
Your Future
Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
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To learn more about McAdam Financial or to schedule a no-obligation meeting, contact us today!