Hoffman Wealth Management

Availability
Accepting new clients

Financial Advisors
Kim B Hoffman, CFP^®, ChFC^®, CPWA^®, CEPA^®, AAMS™
Hunter Hoffman, Associate Financial Advisor

Contact Us
(252) 291-7714
Email a message

Office Address
3305 A Nash Street NW
Wilson, NC 27896

Our approach

Our team combines its unique strengths and perspectives to provide an exceptional client experience. By partnering with you, we aim to explore your current financial situation, identify your aspirations for the future and chart a financial path that will help you reach your goals. We'll ask insightful questions and actively listen to understand the underlying motivations behind your financial decisions. Above all, we prioritize getting to know you on a personal level, and we're committed to your success.

With a combined experience of more than 100 years, we recognize the importance of maintaining long-term client relationships and adapting to the ever-changing needs of the individuals and families we serve. Over the past 29 years, we have helped our clients navigate market fluctuations, plan for the future, overcome life's challenges and celebrate milestones.

Collaboration remains a pillar of our team's values. We draw upon the expertise of your CPA and estate planning attorney to address all aspects of your financial life. Our approach is rooted in innovative thinking—presenting you with solutions you may not have considered and providing new ways to add value to your financial life.

Experience an award-winning team

Barron’s Top 1,200 ¹
Ranked 2014 - 2023

Forbes Top Women Wealth Advisors²
Ranked 2021 - 2023

Forbes Top Women Best-in-State Wealth Advisors³
Ranked 2021 - 2023

Forbes Top Best-In-State Wealth Advisors ⁴
Ranked in North Carolina, 2021 - 2023

Barrons top 1200 financial advisors 2023

Our Office

Hoffman Wealth Management
3305 A Nash Street NW
Wilson, NC 27896

Office Phone Number
(252) 291-7714

Fax
(888) 618-1627

Office Hours
Mon - Thur: 8:00 AM — 5:00 PM
Friday: 8:00 AM — 4:00 PM
Saturday: Closed
Sunday: Closed

Our Team
Leigh Jackson
Registered Branch Associate

Lindsey Gardner
Sr. Branch Office Administrator

Gabrielle Renault
Sr. Branch Office Administrator

Haley Chambers
BOA Trainee

Kim B. Hoffman

CFP®, ChFC®, CPWA®, CEPA®, AAMS™

3305 A Nash Street NW
Wilson, NC 27896

phone (252) 291-7714

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Important information:

¹2014–2023 Barron’s Top 1,200 Financial Advisors, published in February or March each year, data as of September of the previous year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on various factors including assets under management, revenue produced for the firm, regulatory record, industry experience and philanthropic work.

²2021–2023 Forbes Top Women Wealth Advisors, published 1^st quarter each year, research by SHOOK Research LLC, data as September of prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.

³2021–2023 Forbes Top Women Wealth Advisors Best-in-State in North Carolina, published in February each year, research provided by SHOOK Research LLC, data as of September of the prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.

⁴2021–2023 Forbes Best-In-State Wealth Advisors in North Carolina, published 1^st quarter each year, research by SHOOK Research LLC, data as of June of prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.