Michael HoffmanCFP®, AIF®, CRPC®



At Verdence, Mike serves as both Advisor and Financial Planner. In these positions, he monitors investment activity and performance while conducting primary research so that Verdence can remain up-to-date with information necessary to provide the most effective and personalized attention to its clients. Previously, Michael worked as an Investment Associate at T. Rowe Price, a Registered Client Associate at Merrill Lynch and as a Financial Planning Specialist at Kelly Wealth Management.

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.”