We are Hoffman & Associates, a growing team of wealth managers devoted to helping generations of families like yours find personal excellence in their busy lives.
Since 1984 from our headquarters in Ventura, California, we have been forming deep relationships with select families throughout the Western U.S. We help people identify potential problems and hidden opportunities, resolve their most challenging complexities and enjoy their most meaningful lives.
Whether it’s devising retirement plans and business exit strategies, managing personal wealth during difficult transitions, or arranging high-end estate transfers, our team of specialists know and understand the events that busy families face – and the steps required to address them.
Every day, many years and hundreds of clients later, we feel a tremendous amount of pride knowing our values and our approach are enriching the lives of so many individuals, families and organizations.
We invite you to connect with us. To be a part of our community. To start a conversation.
Defining Personal Excelence
Beyond our technical credentials, we understand that personal excellence has more to do with quality than quantity. That’s why we believe strongly in helping people move straight to the heart of their money matters. Every day, we feel a tremendous amount of pride knowing our values and our approach are enriching the lives of so many individuals, families and organizations.