OUR COMMITMENT

Making a strong commitment to YOU and building a long-lasting relationship is of the utmost importance to Hoffman Financial Group.

 
  

Atlanta Financial Advisors & Client Services

Our dedicated financial services team of professionals is ready to help guide you toward the retirement you’re envisioning. We pride ourselves on building lasting relationships with our clients and our Atlanta community.

Chris Hoffman of Hoffman Financial Group is a financial advisor in Atlanta.

Chris Hoffman

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Chris Hoffman

Founder

Chris Hoffman is the founder of Hoffman Financial Group, an Atlanta financial services firm.

Chris Hoffman is the owner and founder of Hoffman Financial Group. He holds Series 7 and 66 securities licenses through FINRA and is an investment advisor representative of Retirement Wealth Advisors. In addition, he is a licensed insurance agent for life, disability, long-term care, and variable products in Georgia. Chris is an alumnus of McDaniel College and the University of Georgia’s Terry College of Business Executive Program in financial planning. He decided years ago to start Hoffman Financial Group, committed to providing beneficial financial strategies.

Hoffman Financial Group is a member of the National Ethics Bureau, has been featured as an accredited business by the Better Business Bureau, and partners with Retirement Wealth Advisors. As a result, Hoffman Financial Group plays a significant role in creating wealth management and retirement strategies for its clients in the Atlanta metro area. Chris hosts his own radio show, “Money Unleashed,” Sundays at 5 p.m. on NEWS 95.5 | AM750 WSB. You can now also watch him on CBS46 every Sunday on “Money Unleashed TV.”

Chris believes his clients deserve to work with a dedicated advisor who has the highest level of integrity, honesty, and ethics. Along with Retirement Wealth Advisors, he provides comprehensive financial strategies for families and individuals. Working with and educating retirees or those about to retire, he focuses on effective income distribution and individualized wealth management strategies. Chris and his family reside in Alpharetta, Georgia, where they are members of St. Thomas Aquinas Catholic Church.

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Kyle Allyn of Hoffman Financial Group is dedicated to helping retirees in the Atlanta area.

Kyle Allyn

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Kyle Allyn

Vice President

Kyle Allyn is the vice president of Hoffman Financial Group, an Atlanta financial services firm.

Kyle Allyn is the vice president of Hoffman Financial Group. Kyle is responsible for leading our firm from one office in Sandy Springs to becoming one of the top independent financial firms here in Atlanta. He is a Series 65-licensed fiduciary and an investment advisor representative of Retirement Wealth Advisors.

In 2014, Kyle brought his experience to Hoffman Financial Group, where he was instrumental in growing the company to its current state with his dedication to providing beneficial financial strategies. Kyle, seeing the need to raise the standard for advisors’ commitments to their clients, has organized, and hosts, our workshop program. This program gives our clients access to retirement professionals across the nation. His strategies for leveraging financial products have grown the company from 100 clients to over 500 families in the greater Atlanta area.

Kyle was the first employee of Hoffman Financial Group. His passion for finding investments and his commitment to clients is unmatched. His most recent contribution to the company was his diversified “Financial House.” This approach assists as pre- and post-retirees look to make informed decisions as they near retirement. He looks forward to building a long-standing relationship with his clients as he continues to put them first. Kyle is also a frequent guest host on “Money Unleashed,” a radio show airing Sundays at 5 p.m. on NEWS 95.5, AM750 WSB, and the Hoffman Financial Group YouTube vlog.

Kyle’s main goal is to help clients achieve more of their financial goals and dreams with the highest level of honesty, integrity, and ethics. His core beliefs and values include being a trustworthy professional who always puts the needs of our clients first.

In his spare time, Kyle enjoys spending time with his wife, attending Buckhead Church, traveling, playing golf, and being an Atlanta restaurant connoisseur.

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Seth Harding of Hoffman Financial Group is the director of operations for the Atlanta financial services firm.

Seth Harding

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Seth Harding

Director of Operations

Seth Harding is in charge of processing information for new and existing clients of Hoffman Financial Group.

Seth is a graduate of Marshall University. He joined the Hoffman Financial team in 2016 after spending more than seven years with JP Morgan and handles all day-to-day processing for both new and existing clients. Seth is known as the “money man” and ensures a seamless transition for all incoming transfers of existing investments and handles all money movement requests in a timely and efficient manner. He values honesty and integrity and spends his day focused on providing a superior client experience in every interaction. Seth lives in Cumming, Georgia, with his wife and three children and is a member of the Vine Community Church.

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Dan Mowery is a licensed financial advisor with Hoffman Financial Group in Atlanta.

Dan Mowery

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Dan Mowery

Financial Advisor

Financial advisor Dan Mowery uses his skills and knowledge to help Hoffman Financial clients prepare for their futures.

Dan Mowery founded Longhorn Advisory Group to use his extensive knowledge to change an industry that was in need of transformation. He then led his clients to Hoffman Financial Group to broaden the services he could provide them as well as bring new areas of focus to the firm. Since joining the team, Dan has been able to offer clients his extensive Medicare, long-term care, life insurance, and retirement planning knowledge. He is a Series 65 licensed fiduciary and life and health insurance agent.

Dan is a Georgia native and attended Valdosta State University. There, he quickly discovered his passion for progress and education and became an entrepreneur at the age of 23. Since then, Dan was brought in as vice president of one of the nation’s fastest-growing field marketing organizations. He has assisted financial advisors across the country in designing diverse retirement strategies for their clients.

Dan’s extensive industry experience led him to the conclusion that a great financial plan is built through hands-on effort and empathy as the foundation. He believes this is paramount to being an effective advisor — no single approach is right for every person. He takes great pride in working side by side with families and individuals to fully understand what they envision their financial futures to be.

Dan and his wife, Katie, have three children: Jackson, Maddie, and Shelby. He spends his days off enjoying quality time with his family, encouraging his kids to appreciate the great outdoors, and coaching his son’s basketball team.

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Eric Johnson

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Eric Johnson

Financial Advisor

Eric Johnson is a licensed financial advisor with Hoffman Financial Group in Atlanta.

Eric Johnson is a financial advisor at Hoffman Financial Group. Among many career achievements in his decade of experience in the financial industry, Eric is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a Series 65 investment advisor representative of Retirement Wealth Advisors. Eric is a south Florida native and attended the United States Naval Academy.

He quickly discovered his passion for finance, leading
him to helping families design custom and diverse retirement plans
that fit their needs. In 2018, Eric brought his experience to Hoffman
Financial Group, where his positive energy and extensive industry
experience have been a phenomenal addition to our client-advisor
relationship-focused culture.

Eric believes listening and understanding individual client needs are paramount to being an executive advisor. Ultimately, he values the opportunity to build long-lasting relationships with his clients and understand what they envision their financial futures to be. Eric’s industry insight has been included in several distinguished publications, including CNN Money, Money.com, and Forbes. He has also been a frequent contributor and host on financial radio shows, including Hoffman Financial Group’s own “Money Unleashed,” airing Sundays at 5 p.m. on NEWS 95.5 and AM750 WSB.

Eric resides in Roswell with his wife and two daughters.

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Jessica Baker of Hoffman Financial Services assists the operations manager to facilitate day-to-day operations.

Jessica Baker

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Jessica Baker

Client Services

Jessica Baker is a client services representative at Hoffman Financial Group, an Atlanta financial services firm.

Jessica Baker joined Hoffman Financial Group in 2016, after working in sales management at GEICO, and graduated from Georgia Southern University with a degree in finance. She works with the director of operations to handle day-to-day processing for new and existing clients, helping to ensure a seamless transition for all incoming transfers of existing investments. She also manages all educational workshops and client events for the company, including planning and coordinating special promotional activities in the community. Jessica enjoys providing a superior experience for clients in every interaction.

As one of our client services representatives, she is happy to assist Hoffman Financial Group clients with outstanding care and attention and strives to provide dedicated, efficient assistance at all times. She currently resides in Atlanta with her husband.

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Nicholas Leone is a client services representative with Hoffman Financial Group, an Atlanta financial services firm.

Nicholas Leone

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Nicholas Leone

Client Services

As a client services representative, Nic Leone assists Hoffman Financial Group with various aspects of planning and marketing.

Nicholas Leone joined Hoffman Financial Group in 2015 after graduating from Georgia Southern University with a degree in marketing. He handles all educational workshops and client events for the company, including planning and coordinating special promotional activities in the community. He prepares and distributes client-related marketing, education, and communication materials and enjoys working to provide enjoyable events for our clients.

As one of our client services representatives, Nicholas is happy to assist Hoffman Financial Group clients with outstanding care and attention and strives to provide a top-notch experience at each event held.

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Brooke Mitchell

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Brooke Mitchell

Event Coordinator

Brooke brought her experience to Hoffman Financial Group as the Event Coordinator in 2019. She attended Kennesaw State University and plans, coordinates, and executes educational workshops, round tables, and dinner events for the company. Brooke works closely with Hoffman Financial Group Vice President, Kyle Allyn, to ensure an educational and enjoyable experience for the community and our clients at each and every event.

She enjoys working hard, learning new skills, and managing a team of outstanding events interns. When Brooke is not coordinating events, she enjoys spending time outdoors mountain biking on her favorite trails. She resides in Woodstock.

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Chris Hoffman is the founder of Hoffman Financial Group, an Atlanta financial services firm.

Chris Hoffman

Founder

Kyle Allyn is the vice president of Hoffman Financial Group, an Atlanta financial services firm.

Kyle Allyn

Vice President

Seth Harding is in charge of processing information for new and existing clients of Hoffman Financial Group.

Seth Harding

Director of Operations

Financial advisor Dan Mowery uses his skills and knowledge to help Hoffman Financial clients prepare for their futures.

Dan Mowery

Financial Advisor

Eric Johnson is a licensed financial advisor with Hoffman Financial Group in Atlanta.

Eric Johnson

Financial Advisor

Jessica Baker is a client services representative at Hoffman Financial Group, an Atlanta financial services firm.

Jessica Baker

Client Services

As a client services representative, Nic Leone assists Hoffman Financial Group with various aspects of planning and marketing.

Nicholas Leone

Client Services

Brooke Mitchell

Event Coordinator

Investment advisory services offered through Retirement Wealth Advisors, Inc. (RWA), an SEC Registered Investment Advisor. Hoffman Financial Group and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or promote, market, or recommend any tax plan or arrangement. Please note that Hoffman Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

The Better Business Bureau (BBB) is a membership organization governed by The Council of BBBs, Inc. Businesses in the U.S. and Canada may apply for accreditation with their local BBB and are evaluated on eight BBB Standards of Trust, which are defined as a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner. Businesses must pay a fee for accreditation review and monitoring for continued compliance to BBB standards when applying for accreditation. BBB assigns ratings to accredited businesses, which range from A+ (highest) to F (lowest) and are based on a defined set of rating elements. BBB logos and/or trademarks are property of their respective owners, and no endorsement of Chris Hoffman or Hoffman Financial Group is stated or implied. BBB and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.

For the detailed requirements of the Better Business Bureau, please visit: https://www.bbb.org/

Logos and trademarks used are the property of their respective owners and no endorsement by the owners of the producer is stated or implied.

Thank you for visiting Hoffman Financial Group, Inc. social media pages. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Hoffman Financial Group, Inc. reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent.

No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Hoffman Financial Group, Inc.

Hoffman Financial Group, Inc. use of the "like" button is not an endorsement of the organization or individual who posted the content. All content, "likes", and followers of this page should not be considered as testimonials or advertisements.

Thank you for visiting Hoffman Financial Group, Inc. social media pages. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Hoffman Financial Group, Inc. reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent.

No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Hoffman Financial Group, Inc.

Hoffman Financial Group, Inc. use of the "like" button is not an endorsement of the organization or individual who posted the content. All content, "likes", and followers of this page should not be considered as testimonials or advertisements.