Bohdan (Bo) Hall

Bohdan (Bo) Hall, CBDA®

Financial Advisor
  • OneSeven
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Bo is a Financial Advisor at OneSeven, where he works with successful families, business owners, and individuals navigating complex financial decisions. His focus includes investment management, retirement planning, tax-efficient strategies, and multi-generational wealth planning.

As a Certified Exit Planning Advisor (CEPA®), Bo has a particular interest in helping business owners align personal wealth planning with key business decisions, especially in advance of a potential sale or transition. He believes thoughtful coordination across investments, tax planning, and estate strategy is essential to long-term financial success.

Bo is known for his detail-oriented and planning-first approach, working closely with clients and their other professional advisors to help ensure financial decisions remain aligned with each client’s broader goals and values.

Bo resides in Central Ohio and serves clients nationwide.

Words I Live By

  • “Know what you own, and know why you own it.” — Peter Lynch
  • “The greatest investment you can make is in yourself.” — Warren Buffett

My Literary Love

  • Beautiful Boy – David Sheff

The Best Getaway

  • Baltic Cruise

My OneSeven Reason

I chose to partner with OneSeven because their structure aligns with how I believe clients should be served.

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OneSeven Awarded USA TODAY's Best Financial Advisory Firm for the third year in a row
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OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, are also registered representatives of MGO Securities Corporation, Member FINRA/SIPC (“MGOSC”). As a registered representative, securities may be offered through MGOSC. MGOSC and OneSeven are affiliated companies. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

Securities offered through Fortune Financial Services, Inc, member FINRA/SIPC.  Neither MGOSC nor OneSeven are affiliated with Fortune Financial Services, Inc.

OneSeven earned a spot on USA TODAY’s List of Top Advisers in April of 2023, 2024, and 2025 based on a list compiled by market research firm, Statista. The list culled the list of investment advisers registered with the U.S. Securities and Exchange Commission down to the top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. OneSeven did not participate in or pay to be included in the selection process.