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Integrated Wealth Management

Andrew Hoffarth becomes a Partner at Financial Alternatives

We are excited to announce that Andrew is now a Shareholder Partner with Financial Alternatives.

While he has only been a part of our immediate team at Financial Alternatives for 21 months, Andrew has 13 years of experience and has worked with many of our current clients for over a decade while with his prior firm, Essential Planners.

When joining the firm in 2021, we quickly learned that Andrew is a true team player and is willing to jump in on any project that needs attention. As a Lead Advisor, Andrew is passionate about helping clients reach their financial and personal goals. Over the years, he has developed expertise in a number of specialized disciplines including education planning, tax optimization planning and multigenerational family planning. He specializes in financial analyses and modeling where his detailed and thorough approach to problem solving helps create implementable and optimal solutions, bettering our client’s lives. Many of you have been on the receiving end of some of his famously detailed emails approaching questions from multiple angles to find the best result for each client’s specific needs.

As a husband and father, Andrew enjoys spending time with his growing family playing in the yard, working on house projects, attending sporting events and golfing. We wish them the best of luck with the birth of their daughter who is expected in July.

We are grateful for all your hard work and effort since joining Financial Alternatives Andrew, and we look forward to you being a leader for many years to come!

Congratulations!