Confidence in

A Rock in the midst of Uncertainty, a Comfort to the Troubled, and a Light in the Darkness.

Hoffman Capital Advisors LLC is a registered investment advisor firm providing advice through fiduciary services in Western PA and throughout the country. We work with teams of advisors who desire their independence by supporting them and helping to navigate the ever changing world of compliance and technology. Advisors who work with us have the flexibility to adopt our brand, or maintain their own, which they have worked so hard to build. With over 70 years of experience, we come together to tackle any issue our clients face. As fiduciaries, we never take commissions or transactional fees, but rather operate through fee based, financial planning and fee only agreements. We manage over one hundred and thirty million dollars in client assets, and we are growing!

Stability and confidence through guidance for your Time, Talent and Treasure.

We work with Families, Individuals, Companies and Non-Profits to provide a high level of service and guidance through financial planning and asset management. Simply put, we work with those that don’t have the time, desire, or resources to do it themselves, by bringing technology, expertise and experience to the table. Through Financial and Tax planning services we come along side our clients to provide guidance and a clear path forward as they plan their financial futures.

preparing for the future

Am I Going to Be Okay in Retirement?

Possibly the most common question people ask us when we first meet. Our job is to come along side and empower our clients to answer this question affirmatively and with confidence!

building security

Am I On the Right Path, or Should I Make Adjustments?

Whether you are just starting out, in the middle of an active career, or in the midst of enjoying your retirement, everyone asks this question at some point. You have made financial decisions in the past. Some good and some maybe not so good. A financial plan is an active and constantly adapting thing. Helping clients find confidence in their financial decisions is a huge part of what we do. It helps to lean on decades of investment experience to confidently answer this question one way or another.

What Needs do You Have?

Saving and Creating Wealth

  • Budgeting
  • Saving Strategies
  • Investing
  • Financial Planning
  • Tax Planning
  • Business Planning
  • Insurance Review & Analysis
  • Long Term Care Planning

Spending and Distributing Wealth

  • Retirement Planning
  • Selling your business
  • Estate Planning
  • Legacy Planning
  • Charitable Giving

What Makes us Different?

There are a lot of advisors out there, all claiming to be unique. When it comes to fee based fiduciary advisors who are independent and not beholden to any one company or product, you have a lot of good options. The simple truth is that we are not all that different. There are a lot of good fee based, creative, intelligent, and client centric practices out there. We love that! There are a lot of people that need good advice in an industry that is constantly changing. So maybe that is one of our main differences… We tell it like it is. That’s just who we are, and WHO we are is what truly sets us apart…Our people.

HOW WE WORK

Questions?

We're Here to Help

Feel free to reach out, we are happy to answer any questions you may have.


724-719-6767
info@hoffman-capital.com