What Hoffman Financial Group does

Hoffman Financial Group is an independent, founder-led financial advisory firm headquartered in Alpharetta, Georgia, focused on retirement planning for pre-retirees, retirees, and high-net-worth individuals and families across the Atlanta metropolitan area. Its core offering spans retirement planning, investment management, wealth management, tax planning, estate and legacy planning, long-term care planning, life insurance, and 401(k)/IRA rollovers. Advisory services are delivered under fiduciary standard through an affiliation with Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor, with advisors operating as Series 65-licensed Investment Advisor Representatives of BWA. The firm's technology stack is limited and traditional: secure client account access is provided through the E-Money client portal integrated with BWA's investment advisory platform, supplemented by proprietary planning methodologies (the Financial House Approach, Protection Rotation, and a complimentary 401(k) X-Ray analysis tool). No AI/ML, API, or proprietary model capabilities are evidenced.

The firm operates six physical offices across the Atlanta metro (Alpharetta headquarters plus Atlanta, Duluth, Peachtree City, Conyers, and Kennesaw) and serves 1,000+ families. Its business model is fee-based, recurring advisory revenue through BWA, with complimentary lead-generation offerings (401(k) X-Ray, Replace My Paycheck Challenge, initial consultations) used as top-of-funnel tools. Distribution is direct and face-to-face, supported by a multi-channel content engine: the Money Unleashed radio show on 95.5 WSB (with podcast distribution on Spotify, Apple Podcasts, and iHeartRadio), The Financial Edge TV segments on CBS46 and Good Morning America Weekend, a YouTube channel, and an educational blog. The firm also runs the Her Wealth Her Way sub-brand targeting women retirees, holds an official partnership with the University of Georgia Bulldogs, and operates with a team of approximately 30 professionals including advisors, client relations, operations, and marketing staff. The company is privately held by founder Chris Hoffman with no institutional or external funding disclosed.

Name

Hoffman Financial Group

Legal name

Hoffman Financial Group, Inc.

Website

https://hoffmancorporation.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Hoffman Financial Group is an Atlanta-based independent financial advisory firm delivering fee-based retirement planning, investment management, tax, estate, and wealth management services to 1,000+ pre-retiree and HNW families across six metro Atlanta offices, operating through Brookstone Wealth Advisors.

Ownership category

akta.pro rank

Product category

Retirement Planning & Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Insurance Agencies and Brokerages (524210)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industries

Risk Management & Insurance Advisory for Families (FSAAADAK), Personal Trust & Fiduciary Administration (FSAEAKAA)

Keywords

• Retirement planning
• Investment management
• Wealth management
• Financial advisory
• Tax planning

Headquarters

HQ city

Alpharetta

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and affiliate. Advisors serve as Investment Advisor Representatives for BWA, adhering to fiduciary responsibility.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Hoffman Financial Group is a fiduciary financial advisory firm that designs and delivers personalized retirement and wealth management plans for individuals and families. Its core offerings include retirement income planning, investment management, 401(k) and IRA rollover/conversion services, life insurance, long-term care planning, tax planning, and estate & legacy planning, delivered through Investment Advisor Representatives affiliated with registered investment advisor Brookstone Wealth Advisors, LLC.

Product overview

Hoffman Financial Group is a financial advisory firm offering a comprehensive suite of retirement planning and wealth management services. The core offering consists of retirement planning, investment management, wealth management, tax planning, estate & legacy planning, long-term care, life insurance, and 401(k)/IRA rollover services. The firm also provides complimentary tools including the 401(k) X-Ray, Replace My Paycheck Challenge, and Protection Rotation strategy. Additionally, the firm operates media properties including the Money Unleashed radio/podcast show and The Financial Edge TV segment. A specialized sub-brand, Her Wealth Her Way, serves women approaching retirement. The firm operates under Brookstone Wealth Advisors, LLC as a registered investment advisor, serving clients across multiple Georgia locations.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning

Quantifiable outcome

• Serving over 1,000 families across the greater Atlanta area

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Partnerships

One partnership is on record.

• University of Georgia (UGA) BulldogscoreGTM or Marketing PartnerOfficial Partner of the Georgia Bulldogs - a marketing and community partnership providing brand visibility, local credibility, and community engagement. The partnership leverages UGA's strong Georgia following and athletic brand recognition. Hoffman Financial Group uses the partnership in marketing materials and hosts UGA-themed events.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Carson Group: Large independent RIA support platform serving financial advisors across the US. Comparable as a registered investment advisor network with affiliated advisor representatives providing retirement and wealth planning to households.
• Wealth Enhancement Group: Independent RIA providing comprehensive retirement, investment, tax, and estate planning to households. Comparable as a fee-based fiduciary advisory firm serving HNW and pre-retiree clients with multiple office locations.
• Moneta Group: Independent RIA offering retirement planning, investment management, tax, and estate services to HNW families. Comparable full-service fiduciary advisory model with multiple office locations and household-level planning focus.
• The Colony Group: Independent RIA providing fiduciary wealth management, retirement planning, tax, and estate services to HNW families. Comparable full-service advisory model with a relationship-driven approach to retirement income and legacy planning.

Broad incumbents

• Cambridge Investment Research: Large independent broker-dealer and RIA platform supporting thousands of financial advisors. Comparable business model as an affiliated RIA offering retirement planning, investment management, and insurance solutions to households.
• Cetera Financial Group: National network of independent financial advisors operating under multiple RIA and broker-dealer entities. Comparable as a parent platform enabling affiliated advisors to deliver retirement and wealth planning services.
• Hightower Advisors: National RIA platform with affiliated advisor firms providing wealth management, retirement planning, and corporate services. Comparable fiduciary advisory model with multi-advisor team structure serving HNW households.
• Edelman Financial Engines: Large national independent RIA specializing in retirement plan participants and personal wealth management. Comparable retirement-focused advisory model with fiduciary, fee-based delivery to households.

Regional players

• SignatureFD: Atlanta-based wealth management and family office firm serving HNW individuals and families with retirement, investment, tax, and estate planning. Comparable local Atlanta presence serving the same demographic and using a fee-based fiduciary model.
• Homrich Berg: Atlanta-headquartered fee-only RIA providing comprehensive financial planning and wealth management to HNW clients. Comparable Atlanta regional RIA serving pre-retirees and retirees with integrated planning services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCcBZodIYKODHVO-Xot9SdzQ/featured
• Facebookfacebook.com/HoffmanCorporation
• LinkedInlinkedin.com/company/hoffmanfinancialgroup
• Instagraminstagram.com/hoffmanfinancialgroup

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hoffman Financial Group