Michael HoffmanCFP®, AIF®, CRPC®

Director, Private Wealth Advisor


As Director and Private Wealth Advisor, Mike builds personal connections with clients, assisting them on topics ranging from education planning and retirement planning to trust and estate planning. He prepares clients for the future by guiding them through strategic planning to reach their financial and aspirational goals. Mike is also an invaluable resource for clients providing insight across a wide range of factors and decisions that affect their financial landscape. 

Mike is a Certified Financial Planner, positioning him to better cater to clients’ financial needs and goals. He appreciates the opportunity to learn from each client’s success and different financial challenges while helping them achieve their goals.

While not in the office, Mike enjoys spending time with his wife and two daughters.

Get to know Michael!

Favorite Vacation Spot:

“Key West”

A hobby I wish I had more time for:


What makes me happy?

“Seeing clients achieve their goals.”