Garrett D. Hofer, CIMA®, CFP®, Executive Vice President / Wealth Management, Financial Advisor has been named to the Forbes 2024 Best-in-State Wealth Advisors list. “Being named as a Best-in-State Wealth Advisor is a testament to the positive impact Garrett has on the lives of his clients. We are proud to support and empower Garrett and celebrate his commitment to delivering a hyper-personalized, best-in-class wealth management experience,” said Kevin Reed, President of the firm’s Private Client Group.
Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed
by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings
to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and
risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance
is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Data as of 6/30/23.
ABOUT GARRETT D. HOFER, CIMA®, CFP®
Garrett is a native of Denver, CO. Garrett graduated with Honors from the University of Wyoming with a B.S in Finance and International Business. He has over 20 years of experience advising families and has earned the following advanced credentials:
· CIMA® (Certified Investment Management Analyst: a designation awarded by the Wharton School of Business)
· CFP® (a designation awarded by the Certified Financial Planner Board of Standards, Inc.)
As the head of planning for the team, Garrett meets with families to complete a discovery process and determine the scope of the relationship and the primary goals that we will be working diligently to achieve. Garrett will take clients through the process of determining: lifestyle goals, legacy aspirations, cash flow and liquidity needs, protecting against and preparing for unexpected life events, and planning to have fun (travel, hobbies, etc.)! The financial planning process involves comprehensive wealth forecasting and goal analysis to assist with formulation of a strategic asset allocation and investment plan. Other common topics discussed include: stock option and concentrated stock analysis and execution strategies, corporate benefit maximization [401(k), pension, deferred comp, severance, etc.], life insurance analysis, tax minimization strategies, real estate, etc. If you elect to establish an advisory services relationship based on our recommendation to you, we will provide information to you on the advisory program(s) in which you choose to invest.*
Garrett will happily collaborate with your trusted outside advisors, such as CPAs, estate attorneys, insurance experts, and realtors.
Garrett is a proud father of two children and devoted husband. The outdoors and the environment are very important to Garrett and he enjoys pursuing adventure throughout the world. Garrett was raised by a Vietnam Army veteran and single father and believes strongly in supporting veterans through direct mentoring roles and through financial support of worthy non-profit veteran organizations. Please visit the Community Involvement section of our website to learn more about some of these great organizations.
*For a detailed description of Advisory programs’ services and fees, refer to the Janney Form ADV Part 2 disclosure document, available upon request and online at www.janney.com.
