Will Hoffman, AIF®

President

Will Hoffman is a seasoned Financial Advisor, AIF® designee, and Founder & President of Hoffman Wealth Management. With more than 20 years of experience in the financial services industry, Will specializes in helping individuals, families, and business owners build intentional, tax-efficient, and purpose-driven wealth strategies. Known for translating complex financial concepts into practical, real-world strategies, Will delivers customized financial planning solutions that integrate investment management, retirement income planning, tax strategy, insurance analysis, and estate planning coordination. His approach reflects his firm’s mission: to provide independent wealth strategies centered entirely around clients’ needs, and to become their most trusted financial ally. Will brings both technical expertise and relatable storytelling to every conversation, making financial education engaging, actionable, and easy to understand for diverse audiences.

Background & Personal Life

Will shares practical insights on topics such as:

Background & Personal Life

Will holds a Business Management degree from the University of Pittsburgh at Greensburg and resides in Harrison City with his wife, Jamie, and their three sons, Liam, Miles, and Nolan. A dedicated runner, Will has completed the Pittsburgh, Chicago, New York City, and Boston Marathons. Outside of work, he coaches his sons’ sports teams and serves as a board member of the NFCA.

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