Our Story

Built by hand, one family at a time, and meant to stay that way for generations.

John Hofman started caring for families in 1987 for a straightforward reason: families were getting sold products when what they needed most was honest guidance. He wanted to advise client families with integrity and care. Nearly four decades later, that’s still the heart of the job, only now his sons, Jimmy and Bobby, are at the helm.

Today, Jimmy and Bobby lead Hofman Wealth Management as equal partners, with John continuing to advise the families he has served for decades. In 2026, the family established an independent practice designed around a simple promise: know each family well, give clear advice, and remain present through every season of life.

— Milestones —

Our history.

1987 — A practice begins.

John Hofman opens his doors with a wife, four young children, and no safety net, betting everything on the idea that families deserve honest guidance.

2013 — The second generation arrives.

Jimmy Hofman joins his father, bringing CFP® rigor and a planning-first approach that puts a written plan at the center of every relationship.

2015 — The family is complete.

Bobby Hofman joins, adding deep investment discipline. The three Hofmans now work as one team on every family they serve.

2026 — The team goes independent.

After nearly four decades inside larger firms, the family launches Hofman Wealth Management as an independent practice, answering only to its clients.

— What We’re Here For —

We care for families who plan beyond their own lifetimes.

We simplify what’s grown complicated, guide the decisions that matter most, and align what you’ve built with the future you want for the people you love.

— Where We’re Headed —

The practice families stay with for generations.

Known for quality, for relationships that stand the test of time, and for the conviction that wealth is a tool for purpose, not a master.

— What You Can Rely On —

The Long View.

Your wealth is planned in
decades, never to the quarter.

Relationships

You’re a family we care for,
not a transaction we process.

Simplicity

A complicated financial life
brought into calm, clear order.

Discipline

Steady stewardship, never
speculation with what you’ve built.

Stewardship

Your legacy honored,
not a performance chased.

Family Legacy

The people you love,
at the center of every decision.

Our history.

Plan for the decades ahead.