Brett Hoffman, AIF®

Brett is an advisor who works with individuals and families to plan for long term goals including investment management, retirement income planning, charitable giving, and protection of their family and assets. He also helps businesses build a compliant defined contribution plan to attract and retain top-notch employees. He believes the key to a successful retirement plan is to build it with flexible design features and a solid investment lineup and to provide innovative employee engagement strategies to help employees reach their long-term goals.

Brett has more than 20 years of experience helping clients with wealth management, financial planning, investment management and retirement plan fiduciary oversight. He has built a successful practice in the Greater Washington, DC area and beyond. He is the lead advisor for the retirement consulting team, which prides itself on delivering personal, hands-on service, tools, and resources every business owner, HR professional, and retirement plan committee is seeking.

Prior to joining HUB, he worked at Cohn Reznick Group, a large Washington, DC-based public accounting firm, where he obtained experience in for-profit and nonprofit audits and corporate taxation. He is a graduate of the Robert H. Smith School of Business at The University of Maryland. He is an inactive Certified Public Accountant (CPA) and an Accredited Investment Fiduciary® (AIF®); and has received formal training in investment fiduciary responsibility. He has FINRA Series 7, 24, 63, 65 securities registrations and Life & Health Insurance licenses. 

Brett lives in Rockville Maryland, with his wife and three children. When he is not working with clients, Brett likes to travel, coach his children’s sports teams, and challenge himself with an occasional Tough Mudder or 10k race.

Brett Hoffman offers securities and advisory services through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. TPA services offered by HUB International are separate and unrelated to Commonwealth. HUB International Mid-Atlantic, Inc., 1445 Research Blvd, Suite 340, Rockville, MD 20850, (301) 279-5500.

HUB International Mid-Atlantic, Inc. and Hub International are separate and unrelated to Commonwealth Financial Network.

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Form CRS: Client Relationship Summary