Our Story

We founded Hoff Private Wealth to provide a more useful financial planning service. We use strictly evidence-based investing, we have a very high level of tax awareness, and we do real, actionable financial planning and consulting. It's not about selling any product or any company, it's about having a fiduciary relationship with people, trying to help them understand their entire financial picture, providing them with ongoing education and a relentlessly high level of service. We help people figure out the smartest financial solutions, quarterback their entire financial plan, and help them make the tough decisions. We also provide vetted introductions to the right people at the right times for accounting, estate planning, and business succession planning.

The days of the "life insurance sales guy" and the "stock jockey" are over. It's just not good enough anymore, people deserve better. We are in a fiduciary era, and our job is to help people plan for and figure out the complicated stuff.