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

 

   

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
Sr. Branch Office Administrator

 

Thomas Craft
Branch Office Administrator

 
 
Kim B. Hoffman

Kim B. Hoffman


CFP®, ChFC®, CPWA®, CEPA®, AAMS™
 
3305 A Nash Street NW
Wilson, NC 27896
phone (252) 291-7714

    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.

    22021–2023 Forbes Top Women Wealth Advisors, published 1st quarter each year, research by SHOOK Research LLC, data as September of prior year. Compensation provided for using, not obtaining, the rating.

    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.

    42021–2023 Forbes Best-In-State Wealth Advisors in North Carolina, published 1st quarter each year, research by SHOOK Research LLC, data as of June of prior year. Compensation provided for using, not obtaining, the rating.