Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Will is a Financial Advisor, an AIF® designee, Founder and President of Hoffman Wealth Management. As a financial advisor for 14 years, Will develops customized and comprehensive financial planning solutions for his clients, while...
Client Services Associate
Katie’s role at Hoffman Wealth Management is to manage client relationships, serve as a liaison, and gather financial data. She is responsible for our website education, some account opening processes, as well as assisting in...