Joe Hoffman, CFP®
In Joe’s career as a financial advisor, he has been dedicated to serving those who work in the academic, non-profit, and medical fields.
Joe primarily serves clients who are retired or within 5 years of retirement. He thoroughly enjoys getting to know his clients and their families. This enables Joe to make customized recommendations that align with what’s uniquely important to each client from an investment management and legacy perspective.
His practice is primarily focused on helping clients develop strategies to achieve their goals. Most commonly, growing and preserving wealth while providing income in retirement.
Joe specializes in asset management, income planning, and next generation wealth transfer.
On a personal note...
Joe and his wife Melanie were married in 2010 and have three children. In his free time, Joe enjoys bicycling in summer, winter sports and coaching his kid's in their respective youth sports. As a family they try to spend significant time outdoors.
Joe earned his bachelor’s degree in Economics from Haverford College. Later, he completed a Masters of Business Administration at New York University – Stern School of Business and is a CERTIFIED FINANCIAL PLANNER ™.
