Awards
Forbes 2025 Best-In-State Wealth Advisor
Congratulations to Garrett Hofer for Being Recognized as a 2025 Best-In-State Wealth Advisor by Forbes
Forbes 2024 Best-In-State Wealth Advisor
Congratulations to Garrett Hofer for Being Recognized as a 2024 Best-In-State-Wealth Advisor by Forbes
Forbes 2023 Best-In-State Wealth Advisor
Congratulations to Garrett Hofer for Being Recognized as a 2023 Best-In-State-Wealth Advisor by Forbes
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 Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: 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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 13, 2025
Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Discover how a comprehensive financial plan can guide your financial future with needed advice and personalized strategies.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.