# Hoffman Griffith Wealth Planning

Hoffman Griffith Wealth Planning is a Bank / Wealth / Trust based in Ventura, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ventura, United States
- **Region:** North America
- **Address:** 121 N. Fir Street, Suite D, Ventura, CA 93001, United States
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** hoffmanwm.com

## Regulatory record

- **Reports private funds:** No

## About

Hoffman & Associates Financial & Estate Advisors was founded in 1984 and now operates under the name Hoffman Griffith Wealth Planning Inc. from a single office in Ventura, California. The firm built its practice serving individuals, high-net-worth families, trusts, and small businesses across the greater Ventura and Santa Barbara corridor. The wealth-origin pool behind its book is not publicly disclosed; public records describe a classic Main Street advisory serving clients who are navigating earned-wealth life stages rather than monetized operating companies. The firm runs a five-step planning framework that feeds into a multi-asset-class offering covering retirement-income portfolios, taxable brokerage management, college-savings accounts, insurance and long-term-care placements, and estate- and legacy-transfer structures. The model tilts toward goals-based allocation rather than speculative themes — it pairs tax-efficient retirement drawdown strategies with risk-managed accumulation portfolios. The website emphasizes a 60-minute introductory Strategy Session as the entry point, signaling a high-touch, plan-first sales motion typical of independent RIAs. No public record of direct private-market deals, fund commitments, or co-investment activity was found; the firm appears to implement through exchange-traded and mutual-fund sleeves, individual bonds, and insurance carrier products. Total assets under advisement and professional headcount are not publicly reported. Public listings do not identify additional offices or adjacent vehicles such as philanthropic foundations, real-asset arms, or peer-to-peer club memberships. The firm has not announced a recent operational event that could be independently verified; its last visible structural update was the adoption of the Hoffman Griffith Wealth Planning trade name, which appeared on the current website with no accompanying press release. The fiduciary pledge — the firm labels itself “Your Local Fiduciaries” — is the central compliance differentiator it markets, aligning it with the Registered Investment Adviser standard rather than the broker-dealer suitability standard. Its blueprint differs from roll-up aggregators and institutionally backed wealth platforms in that it shows no evidence of external capital, private-equity sponsorship, or multi-office expansion. For an allocator or peer, the relevant profile is a pure retail-wealth practice with no proprietary fund product, no institutional separate-accounts mandate, and no co-investment pipeline — useful as a local distribution relationship rather than as a capital-formation or deal-flow counterpart.

## Sectors

- Wealth Management
- Retirement Planning
- Estate Planning
- College Planning
- Insurance & Long-Term Care

## Questions

### Does the firm invest in private equity, venture capital, or direct deals?

No public evidence of private-market investing exists. The firm’s described offering — retirement-income planning, taxable portfolio management, college savings, insurance, and estate transfers — points toward an implementation model centered on public securities, bond ladders, and insurance products. No direct co-investments, fund commitments, or SPV participation have been disclosed.

### Who makes investment decisions at the firm?

The current investment-committee structure and named decision-makers are not publicly identified. The firm’s website does not list individual team members, bios, or an investment committee charter. Without that disclosure, an outside evaluator should assume decisions are concentrated among principals whose identities are not verified through public sources.

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Last updated: 2026-08-11T02:43:31.692Z

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