Hofman Wealth Management is a registered investment adviser. Registration with the Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Nothing on this website should be construed as a recommendation to buy, sell, or hold any security, or to engage in any particular investment strategy.
No guarantee of results
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No representation is made that any investment strategy will achieve its objectives, generate any specific return, or avoid losses. Market and economic conditions change, and the appropriateness of any strategy depends on the individual circumstances of each family.
Third-party recognition
Forbes Best-in-State Wealth Management Teams (2026) is based on an algorithm of qualitative and quantitative criteria weighted by SHOOK Research and independently reviewed. Rankings are based on assets under management, revenue, experience, compliance records, and qualitative factors such as service models, investment processes, and community involvement. The ranking is not indicative of the adviser’s future performance and is not representative of any one client’s experience. Neither Hofman Wealth Management nor its advisors pay a fee in exchange for rankings or recognition.
Professional designations
CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® logo are trademarks owned by Certified Financial Planner Board of Standards, Inc. CPWA® (Certified Private Wealth Advisor®) and CIMA® (Certified Investment Management Analyst®) are credentials granted by the Investments & Wealth Institute. Each designation has its own educational, experiential, examination, ethical, and continuing education requirements.
Forward-looking statements
Any commentary, insights essays, or forward-looking statements on this website represent the current views of the authors and are provided for educational and informational purposes only. They do not constitute investment, legal, or tax advice, and they are not intended as a recommendation for any specific individual or family. Projections are based on assumptions and are subject to change without notice.
Third-party links
This website may contain links to third-party sites. Hofman Wealth Management does not endorse or control the content of those sites and is not responsible for their information, products, or services.
Form ADV and BrokerCheck
A copy of our Form ADV Part 2A and 2B is available upon request or through the SEC’s Investment Adviser Public Disclosure database at adviserinfo.sec.gov. Information about individuals associated with our firm who are also registered representatives of a broker-dealer, if any, is available on FINRA’s BrokerCheck.
