Will is a Financial Advisor, an AIF® designee, Founder and President of Hoffman Wealth Management. As a financial advisor for 20 years, Will develops customized and comprehensive financial planning solutions for his clients, while building strong relationships with them so that he fully understands their goals and objectives.
Will educates his clients and helps them to pursue their financial goals by management of taxable and retirement investments, provides detailed retirement planning services, and helps to ensure proper insurance and estate planning strategies are in place. He does this all while considering Hoffman Wealth Management mission: To provide INDEPENDENT Wealth Strategies revolving around our clients’ needs and becoming their most trusted financial ally.
Will graduated the University of Pittsburgh at Greensburg with a degree in Business Management. He resides in Harrison City with his wife Jamie and their sons, Liam, Miles, and Nolan. He is also an avid golfer, runner and Has completed the Pittsburgh, Chicago, New York City and Boston Marathons.
Will is also a Five Star Wealth Manager2 for years 2015 & 2016
1 The AIF Designation Training and designation help mitigate this liability with instruction covering pertinent legislation and best practices. Accredited Investment Fiduciary® (AIF®) designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
2 Five Star Professional award goes to individuals who provide exceptional service based on research with peers, firms, consumers and regulatory sources.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 and 2016 Five Star Wealth Managers.