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.
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
January Investment Perspectives
In this issue we look at what will shape the economy in 2025, revisit last year’s market themes, and discuss how history may hint at what’s ahead.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.