Our Story

Hoffmeyer Wealth Management is dedicated to helping our clients strengthen, protect, and fortify their financial lives. We work with a select group of high-net-worth clients aged 55-70 to deliver tailored portfolios and hands-on service.

We streamline our clients’ wealth management and bolster their strategies with customized solutions so they spend less time worrying and more time enjoying life.

Our History

Founded by Wealth Advisor Andrew Hoffmeyer, CFP®, CEP® in 2008, we put a strong emphasis on being educators to our clients and the community. We’re based in Colorado and serve clients nationwide.

Simply put, in a complex industry, we’re here to help protect investors from following bad advice.

 

Our Fiduciary Promise

We put our client’s interests first in everything we do. We believe in the power of a handshake, keeping promises, and being transparent with our clients.

We form deep, lifelong partnerships and believe that our clients should spend their time doing things they’re passionate about, rather than stressing about their finances. We do the heavy lifting that helps them strategize, plan, and protect while personally overseeing their money management.

Whether helping a person make the massive shift from working to retirement or a current retiree reach new dreams, we bring the analysis and strategic vision that can help meet their needs, every step of the way.

 

Our Guiding Principles

  • Transparency is a beacon within the complex financial industry.
  • Education is the backbone of sound decision-making.
  • Patience is essential in the investing process.
  • Sincerity is the foundation of lasting relationships.