Edward Jones - Hoffman Wealth Management

08/27/2026

I can help align your investments with what matters most to you. Let's talk

08/25/2026

We're excited to spotlight Hunter Hoffman, an Associate Financial Advisor (AFA) with Hoffman Wealth Management.

Since joining Edward Jones in 2019, Hunter has been dedicated to helping clients feel confident about their financial future. As an Associate Financial Advisor, he takes pride in developing strong relationships and helping clients create strategies that align with their unique goals and priorities.

Whether assisting with financial planning, answering questions, or providing ongoing support, Hunter is committed to delivering personalized service and helping clients make informed decisions every step of the way.

Fun Fact: Hunter loves Wilson Doughnut Shop

We're proud to have Hunter as part of the Hoffman Wealth Management team and look forward to the positive impact he'll continue to make for our clients and community.

08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4xXT3mm

08/24/2026

We are proud to congratulate Tyler Johns, Financial Advisor at Hoffman Wealth Management, on successfully earning his Certified Exit Planning Advisor (CEPA®️) designation.

Tyler's commitment to professional excellence and ongoing education reflects our dedication to providing exceptional service and guidance to our clients. The CEPA designation equips advisors with advanced knowledge and strategies to help business owners maximize the value of their companies and prepare for successful transitions.

Please join us in congratulating Tyler on this outstanding achievement. We are excited to see the positive impact this expertise will have on the clients and families we serve.

08/22/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

08/19/2026

We're proud to introduce Lee Jones, a valued member of the Hoffman Wealth Management team.

Lee joined Edward Jones in July 2025 as a Branch Office Administrator and is dedicated to delivering exceptional support and service to our clients. What Lee enjoys most about the role is supporting clients through important life events, solving problems, and working closely with the financial advisors to ensure clients receive an outstanding experience every step of the way.

Lee's commitment to helping clients feel confident and cared for makes a meaningful difference in the lives of the families and businesses we serve.

Fun Fact: Lee ran cross country and track at Barton College, demonstrating the same dedication, discipline, and perseverance that Lee brings to the team today.

We're grateful to have Lee as part of Hoffman Wealth Management and look forward to the positive impact Lee will continue to make for our clients and community.

08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/4658tJH

08/16/2026

Your business is more than a source of income. It's likely one of your most significant financial assets.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I work with business owners to bring clarity and intention to one of the most complex decisions they'll face: what happens next.

From exit planning to succession strategy to long-term transition planning, I can help design a comprehensive financial strategy that’s right for you.

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/14/2026

You’ve poured your heart and soul into your business. But are you ready for what comes next?

Whether your goal is to retire with confidence, ensure your loved ones are cared for, or pass along what you've spent years building to the next generation, having a solid financial plan can make all the difference.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I help business owners think through their next big chapter. If you're ready to start the conversation, I'd be glad to help.