Christopher Hoffman

OUR COMMITMENT

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

Sincerely,

Christopher Hoffman

Owner/President and Investment Advisor Representative

Chris Hoffman is the owner and president of Hoffman Financial Group. He holds securities licenses 7 and 66 through FINRA, is a Registered Representative with GF Investment Services, LLC, and is an Investment Advisor Representative (IAR) of Global Financial Private Capital, LLC. In addition, Chris 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 and has been featured as an accredited business by the Better Business Bureau. We are in partnership with Global Financial Private Capital and Fidelity Investments. As a result, this allows Hoffman Financial Group to play a significant role in creating wealth management and retirement strategies for their clients in the Atlanta metro area.

Chris believes his clients deserve to work with a dedicated advisor who has the highest level of integrity, honesty, and ethics. Through his affiliations with GF Investment Services, LLC and Global Financial Private Capital, LLC, he provides comprehensive financial strategies for families and individuals. His areas of focus include working with and educating retirees or those about to retire on effective income distribution and individualized wealth protection strategies. Chris and his family reside in Alpharetta, Georgia, where they are members of St. Thomas Aquinas Catholic Church.

Kyle Allyn

Kyle Allyn

Vice President/Director of Client Services

Having earned his Bachelor of Science from Georgia Southern University, Kyle joined Hoffman Financial Group in 2014 and is a licensed insurance agent. He handles new clients and outstanding client requests to make sure everyone is taken care of in a timely manner. Kyle assists with the day-to-day operations in our administrative office as well as facilitates client service requests for Chris Hoffman.

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

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Dan Mowery

Dan Mowery

Financial Representative

Dan Mowery 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, he was brought in as Vice President of one of the nation’s fastest-growing field marketing organizations.

Dan has assisted financial advisors across the nation in designing safe and diverse retirement strategies for their clients. He joined Hoffman Financial Group in 2017 to use his financial knowledge to be an integral part of the team. Dan is married to his wife, Katie, and they have three children: Jackson, Maddie, and Shelby. He spends his free time 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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Seth Harding

Seth Harding

Director of Operations

Seth is a graduate of Marshall University. He joined the Hoffman Financial team in 2016 after spending more than seven years with JPMorgan 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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Nicholas Leone

Nicholas Leone joined the Hoffman Financial Group in 2015 after graduating 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.

Nicholas is also responsible for preparing and distributing client-related marketing, education, and communication materials. He strives to provide a top-notch experience at each event held.

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Christopher Hoffman

Owner/President and Investment Advisor Representative

Kyle Allyn

Vice President/Director of Client Services

Dan Mowery

Financial Representative

Seth Harding

Director of Operations

Nicholas Leone

Marketing

Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Hoffman Financial Group and GFPC are not affiliated entities. One or more individuals at Hoffman Financial Group are registered as investment adviser representatives of GFPC with certain state securities divisions. Hoffman Financial Group’s financial advisors can be compensated on a fee basis, commission basis, or both, depending on the scope of the engagement between the client and the financial advisor. The[se] investment adviser representative[s] receive[s] compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Hoffman Financial Group clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found at GFPC’s separate website at http://gf-pc.com or within GFPC’s Form ADV Part 2A Brochure (also available on GFPC’s website) (the “Brochure”).

In addition to providing certain investment advisory services on behalf of GFPC as described on GFPC’s separate website or Brochure, individuals associated with Hoffman Financial Group and the Hoffman Financial Group itself may provide or offer to its clients certain other products or services outside GFPC’s supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Hoffman Financial Group and are not endorsed, provided, offered or supervised by GFPC or its affiliates.
This website (and its content within) is hosted and updated by Hoffman Financial Group, an independent, third party entity that is not affiliated with or controlled by GFPC. As such, GFPC does not control this website and is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein.

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by GFPC. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.

*Eligibility for third-party management of your 401(k) is subject to the terms set forth in the 401(k) plan documents as determined by the plan sponsor and/or administrator.

**Terms and Conditions: In order to change your advisory fee, you must contact Hoffman Financial Group and complete a new Investment Advisory Agreement. The change of your advisory fee affects only Hoffman Financial Group’s portion of your asset-based fee. You will continue to pay Global Financial Private Capital’s advisory fees and commission charges on insurance products and all other fees and charges that apply to your account or that are charged by the issuers of securities in your account, such as fees charged by mutual funds underlying a variable annuity. Hoffman Financial Group does collect commissions on insurance products, which will not be reduced or reimbursed. This offer can be changed or eliminated at the sole discretion of Hoffman Financial Group Inc. but will not affect existing clients who have changed their advisory fee.

Securities offered through GF Investment Services, LLC., Member FINRA/SIPC, 501 N. Cattlemen Rd., #106, Sarasota, FL 34232, (941) 441-1902. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC-Registered Investment Advisor.