A complete list of active advisors currently associated with Hoffman Wealth Advisors

Warmer can help you find a great advisor at Hoffman Wealth Advisors or one who fits your needs even better.

Hoffman Wealth Advisors is a fee-only registered investment adviser that works with individuals, families, and small business owners to provide integrated financial planning and investment management. Services described in the brochure include retirement, tax and estate planning, insurance analysis, education funding, cash flow and debt management, and ongoing portfolio oversight. The firm constructs diversified, asset-class portfolios primarily using low-cost index funds and ETFs, emphasizing long-term, passive, tax-efficient strategies, rebalancing, and asset-allocation principles informed by Modern Portfolio Theory. Financial planning is provided only as part of the asset-based investment management relationship and included in advisory fees; the brochure discloses a stated $25,000 account minimum that may be waived and reports $12,867 in discretionary assets under management across two clients (as of December 31, 2025). As a recently formed, single-advisor practice, the principal maintains full-time employment outside the firm and conducts advisory activities during specified daytime hours (weekday availability and weekend appointments by request), a structural detail the brochure highlights to address potential availability considerations. Operational practices that differ from many peers include executing trades on an individual-account basis rather than aggregating client orders and leaving proxy voting to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at Hoffman Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.