Our Team
As your dedicated wealth advisory group, we care about you and your goals. We help you to work toward your definition of financial success. Learn more about our team below.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
The Hofer Family Wealth Advisors Process
It takes a strong commitment and vast resources to help meet the needs of sophisticated families with significant wealth.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Community Involvement
We believe it’s crucial to find groups and charities that we are passionate about supporting. The following list is merely a sample of some of the organizations that we support regularly through monetary and hands-on assistance. Key areas of focus include: Veterans, healthcare for children, preserving wildlife and the environment, and cancer research.
Special Ops Warrior Foundation
Ensure educational support to survivng children of specials ops personnel and financial assistance to severely wounded special ops personnel.
American Corporate Partners
American Corporate Partners (ACP) is a national nonprofit organization focused on helping returning veterans and active duty spouses find their next careers.
Vietnam Veterans of America
VVA’s goals are to promote and support the full range of issues important to Vietnam veterans.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.