Will Hoffman, AIF®

President

Will Hoffman is a seasoned Financial Advisor, AIF® designee, and Founder & President of Hoffman Wealth Management. With more than 20 years of experience in the financial services industry, Will specializes in helping individuals, families, and business owners build intentional, tax-efficient, and purpose-driven wealth strategies. Known for translating complex financial concepts into practical, real-world strategies, Will delivers customized financial planning solutions that integrate investment management, retirement income planning, tax strategy, insurance analysis, and estate planning coordination. His approach reflects his firm’s mission: to provide independent wealth strategies centered entirely around clients’ needs, and to become their most trusted financial ally. Will brings both technical expertise and relatable storytelling to every conversation, making financial education engaging, actionable, and easy to understand for diverse audiences.

Will shares practical insights on topics such as:

Background & Personal Life

Will holds a Business Management degree from the University of Pittsburgh at Greensburg and resides in Harrison City with his wife, Jamie, and their three sons, Liam, Miles, and Nolan. A dedicated runner, Will has completed the Pittsburgh, Chicago, New York City, and Boston Marathons. Outside of work, he coaches his sons’ sports teams and serves as a board member of the NFCA.

Will Hoffman Delivers More than Financial Education

He delivers clarity, conviction, and perspective in a world that demands long-term thinking. With over 20 years of fiduciary advisory experience, Will brings deep expertise in retirement planning, tax-efficient investing, wealth strategy, and investor behavior. He translates complex financial topics into clear, actionable insights that audiences can immediately apply. But what sets Will apart is that his message extends beyond money. As a business owner, father of three, marathon finisher (including Boston, New York City, Chicago, and Pittsburgh), and community leader, Will connects financial discipline to life discipline. He speaks on resilience shaped by navigating his son’s diagnosis of Neurofibromatosis, endurance forged through marathon training, and purpose-driven leadership developed through his work with the Children’s Tumor Foundation and as a board member of the NFCA in Pittsburgh.

Book Will for Podcasts & Speaking Opportunities

Will Hoffman brings more than 20 years of fiduciary advisory experience to conversations around retirement planning, tax-efficient investing, wealth strategy, resilience, leadership, and purpose-driven decision-making. As a speaker and podcast guest, Will makes complex financial topics clear, practical, and engaging for entrepreneurs, professionals, families, and community leaders.