Hoffman Group

8075 Leesburg Pike
Suite 600
Vienna VA 22182
(703) 748.6388
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The Hoffman Group of Tysons Corner is a wealth management team with a focus on providing retirement planning services to corporations, non-profit organizations and private investors. We help plan sponsors navigate the complex legislative and regulatory framework of employer-sponsored plans, and we assist plan participants and individuals with building and managing the wealth necessary to sustain a retirement lifestyle worth living.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Hoffman Group Team Photo
Lee Hoffman
Senior Vice President, Wealth Management Advisor
Financial Times "401 Top Retirement Plan Advisers", 2015-2018
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Financial Times "400 Top Financial Advisers", 2019
(Published on April 18, 2019. Rankings based on data as of June 30, 2018.)
About Us
Team

Hoffman Group is among a select group of Merrill Lynch Wealth Management advisors who have met the rigorous requirements to be a designated Bank of America Global Institutional Consultant.

Meet Our Team
Hoffman Group Team Photo
Lee Hoffman,

CFA, CFP®, CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor
703.748.6388
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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.