Grayson Hofferber
Comprehensive Financial Planning and Investment Management for Millennials.
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Serving Clients Nationwide
Comprehensive Financial Planning and Investment Management for Millennials.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Student Loan Advising
- Taxes
About Grayson Hofferber
Grayson Hofferber is the president and founder of Millennial Wealth Management, a fee-only registered investment advisor in Colorado serving clients of the millennial generation in the Denver and Boulder area, as well as other states virtually.Grayson has been featured in industry publications such as “Financial Advisor Magazine,” “Advisor News” and “Investopedia,” as well as local publications of the “Broomfield Enterprise” and the “Boulder Daily Camera.”
As of 2023, Grayson has been in the financial services industry for twelve years, holding roles as a broker with a major retail brokerage firm, pension, and retirement-plan consultant, a private client banker working with households of $5 to $15M, and a financial planner before founding MWM. The varying roles and knowledge gained in the industry have prepared him for the unique needs of serving clients’ total financial planning picture.
As a millennial himself, Grayson understands that achieving financial independence is the new “retirement.” Clients choose to work with MWM because they want a financial advisor who understands them personally and financially and will be able to serve their needs for a long time. The average age of a financial advisor is 51. Thirty-eight percent of all advisors plan to retire in 10 years, according to Cerulli Associates.
MWM believes that financial planning should be affordable and accessible. MWM is unique in the instance that comprehensive financial planning is delivered through a monthly subscription fee instead of large upfront planning fees. MWM has no income or net worth minimum requirements, but most clients are high-income earning young professionals or entrepreneurs. One of the benefits of the subscription model is having a financial advisor on retainer whom clients are expected to reach out for any, and all questions in regard to money. Clients also receive timely market information through market update videos, blogs, and an email newsletter.
Grayson enjoys helping clients see the power of saving through a developed financial plan and experiencing the big wins, such as when a client maxes out a retirement plan for the first time, becomes debt-free, or reaches financial independence.
➕ On a Personal Note
Grayson resides in Broomfield with his wife and three children. He is very active in the local community. He served as the chairman of the Broomfield Chamber of Commerce and ran for The Broomfield City Council in 2021. He is the founding member of HYPE: Helping Young Professionals Evolve, a networking and personal development group for young professionals in the Broomfield area. He enjoys sports and camping.
When he is not working, you can find him enjoying local craft beer at one of the many area breweries, hiking in the mountains, or just hanging out with the family at one of the local parks.
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
2095 W 6th Ave, Broomfield, CO 80020, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary conversation regarding your financial situation and how MWM can help you. In this free one-hour meeting, we will get to know each other and see if working together makes sense. We look forward to speaking with you!Offers Investment Management
Yes
About Millennial Wealth Management
We are MWM, a different kind of financial advisory firm dedicated to serving the needs of millennials.Our comprehensive financial planning service is unique in the investment industry, as it is a true partnership between the firm and our clients. No two client relationships look the same when working with us because nobody is in the same financial position with the same goals and life circumstances.
If you want a cookie-cutter approach and a new product sold to you at every turn, we are not for you. If you want personal attention with a true understanding of your current financial situation and a plan to reach your future goals, give us a try.
✅ Our promise to you is to always put your interests first, which we committed to when we took the fiduciary oath.
Helping Millennials Win With Money
We grew up in an age where financial literacy was not taught in school. So, if our parents didn't teach us about money we were left to figure it out on our own.
✅ Our Mission at MWM is to change the lives of millennials and their families through financial planning.
We understand the importance of partnership and taking the time to educate our clients through the financial planning process. It's important that our clients know why we are recommending certain strategies, or why we utilize certain investment vehicles.
At MWM, our goal is growth, both personally and financially. We hope to work with you soon!
Education
West Texas A&M University | KD College Associate of Arts (AA)
Hobbies and Interests
- Baseball
- Basketball
- Billiards
- Bowling
- Camping
- Family
- Football
- Golf
- Grilling
- Hiking
- Motorcycling
- Sports
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Attorneys
- Blended Family
- Business Owners
- College Graduates
- Corporate Executives
- Couples
- Crypto Investors
- Dentists
- Divorce
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Investors
- Newly Engaged / Newlywed
- Parents
- Real Estate Agents
- Technology Professionals
- Women Professionals
- Young Families
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