Hoffman Capital Advisors
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
2009 Mackenzie Way Ste 100, Cranberry To...Website
www.hoffman-capital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Hoffman Capital Advisors
Hoffman Capital Advisors LLC is a registered investment advisor firm headquartered in Cranberry Twp, Pennsylvania. The company provides fiduciary services, financial planning, and asset management to families, individuals, companies, and non-profits, including high-net-worth individuals, small business owners, physicians, and 501(c)(3) organizations. Its service offerings encompass retirement, tax, estate, and business planning, as well as insurance review and charitable giving. Operating as a fee-based fiduciary, the firm avoids commissions and transactional fees, delivering its services through fee-only agreements and a goals-based planning model. The firm also supports independent advisors by providing assistance with compliance and technology.Explore more
Hoffman Capital Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$8M
1-10
Private
-
2011
Helen StephensCertified Financial Planner & Retirement Tax Planner & Founder & President
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Hoffman Capital Advisors LLC is a registered investment advisor firm headquartered in Cranberry Twp, Pennsylvania. The company provides fiduciary services, financial planning, and asset management to families, individuals, companies, and non-profits, including high-net-worth individuals, small business owners, physicians, and 501(c)(3) organization... Read More
