The Hoffman Group’s mission is to serve as strategist and navigator through the journey of wealth management.
The Hoffman Group is an experienced private wealth management team. We are dedicated to offering tailored financial solutions to high net-worth families, business owners and organizations through a unique, consultative process.
By utilizing the vast resources of Baird, we work in partnership with our clients to help create and grow wealth, protect and preserve wealth, and plan and implement the tax-advantaged distribution of wealth both during life and at death.
Leah Hoffman, CDFA®, CFP®, ChFC®
With more than 35 years of experience, Leah Hoffman has managed client investments helping them achieve their long term financial goals. Her areas of expertise include financial and retirement planning using advanced investments and tax planning strategies. Her vast experience also includes developing financial solutions for clients that are working towards retirement, transitioning through divorce, or experiencing some other life changing event.
Bachelor of Science Degree in Business Administration, Arizona State University.
1990 - CERTIFIED FINANCIAL PLANNER™ certification
2001 - Charted Financial Consultant (ChFC®)
2003 - Certified Divorce Financial Analyst (CDFA®)
Current Board Member, Past Chairmain - Arizona Women’s Board (AWB)
Chaired AWB Author’s Luncheon
Past Chairman - Fresh Start Women’s Foundation
Presenter for online financial solution courses for Fresh Start Women’s Foundation
Past President – Center Against Sexual Abuse (CASA)
CASA Compassion Award
Past Chairman - Herberger Headliners
Past Commissioner – Violence Against Women, appointed by Governor of Arizona
Past Committee Member - Heart Ball supporting the Halle Heart Museum
Member - Women’s President Organization
Honoree Community Leader - Trends Magazine
Designated Woman of the Year - Phoenix Little Theatre
FORBES Best In State Wealth Advisor 2019
Barron’s Top 1,000 National Wealth Advisor - 5 Years in a row
Bloomberg's Top Wealth Management Firm - 7 Years in a row
Founded Advisory Firm 1989-2007
Wealth Management Magazine's Fifty Distinguished Women - 7 Years in a row
Phoenix Business Journal's Premier Wealth Advisor - 3 Years
Baird's Chairman's Club
Baird Financial Advisory Council
Baird 1919 Club Member
Baird Conferenece Guest Speaker
Honored by Baird - 11 Years in a row
Vistage Member - 3 Years
Former Wealth Management Information Radio Host (KFNN Phoenix)
Guest speaker at Women and Money workshops
Senior Client Specialist
Anthony earned his Economics and Business Administration degrees from Illinois State University in 1994. He has since acquired several industry licenses, including the FINRA Series 7, 9, 10, 63 and 66.
With 20 years of experience in financial services, Anthony understands what is expected of a strong financial partner. Throughout his career, he has leveraged his proactive approach and easy communication style to always focus on excellent service delivery. As a primary contact and Senior Client Specialist for The Hoffman Group he coordinates the day-to-day service experience for the team, acts as liaison between clients & advisors, and plays a primary role in managing the Hoffman Group’s operations.
With over 25 years of experience in business administration in the finance and accounting industry, Kristy understands what is expected of a strong financial partner. Throughout her career, she has leveraged her proactive approach and constant attention to detail to continually focus on excellent service. As the first point of contact and Client Assistant for The Hoffman Group she coordinates the day-to-day service experience for the team, acts as liaison between clients and advisors, and plays a supporting role for the Hoffman Group’s operations.