At Hoffman Capital, we're a community of dedicated professionals committed to excellence in financial planning, investment management, and client service. We offer unique partnership opportunities for individuals seeking to advance their careers in the financial sector, from seasoned advisors to newcomers.
As a member of our HCA team, you'll operate under the Hoffman Capital brand, benefitting from our established reputation, marketing, and administrative support. This model is perfect for advisors who wish to leverage our brand's strength while focusing on what they do best: providing exceptional advisory services.
For those who appreciate independence but recognize the value of affiliation, our HCA Hybrid model offers the best of both worlds. You'll have the flexibility to manage your practice with the autonomy you desire, while still enjoying the branding, resources, and support of Hoffman Capital. This model is ideal for advisors looking to gradually transition to a fully branded Hoffman Capital operation.
If you're committed to building and maintaining your brand, our Independent Advisor model provides you with the opportunity to collaborate with Hoffman Capital without adopting our branding. While you'll operate independently, you'll still have access to our network, resources, and expertise to help you grow your business. This option is perfect for those who value independence above all but wish to amplify their business through strategic alliances.
Access to comprehensive support services, including marketing, technology, and administrative assistance, allowing you to focus on your clients.
Leverage the Hoffman Capital brand to instill confidence in your clients, or create your own brand with our support network behind you.
Choose the partnership model that best fits your career goals and personal preferences, with the freedom to switch models as your business evolves.
Join a community of like-minded professionals, benefit from shared knowledge, and collaborate on initiatives that enhance your practice.
Our reputation is built on integrity, professionalism, and unwavering commitment to our clients and partners. By joining us, you align yourself with these values.
If you're interested in exploring partnership opportunities with Hoffman Capital, we'd love to hear from you. Together, we can find the path that aligns with your aspirations and provides the best outcomes for your clients. Contact us today to begin the conversation.
724-719-6767
info@hoffman-capital.com
Disclosure
Securities offered through NewEdge Securities, Inc. member FINRA/SIPC. Financial advice is offered through Hoffman Capital Advisors, a Registered Investment Adviser. Hoffman Capital Advisors is not a subsidiary or control affiliate of New Edge Securities, Inc.