Helping Clients Grow &
Protect Wealth Since 1985

Max Hoffman

Max Hoffman

Financial Planning Associate

For the past few years, he has worked at major corporate financial services firms but decided that he wanted to take an "independent financial" path to help ensure he has the freedom to assist the Financial Advisors in making objective planning decisions that are in the clients' best interests.  

Max was born and grew up in Pittsburgh, Pennsylvania. He graduated from Elon University with a Major in Finance and a minor in Accounting and Economics and where he was a member of the Delta Upsilon and Alpha Kappa Psi fraternities.  He enjoys golf, fishing, hiking and the Pittsburgh Steelers.

He holds the Series 7 and Series 66 securities registrations and is currently pursuing the CERTIFIED FINANCIAL PLANNERtm designation.