Advisor Details

Advisor Details

Financial Advisor in Broomfield, Colorado

Personal Bio

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 2020, Grayson has been in the financial services industry for ten 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 the weekly market update videos, blog, and 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. Grayson resides in Broomfield with his wife and three children. He is very active in the local community. He serves as the chairman of the Broomfield Chamber of Commerce and ran for The Broomfield City Council in 2017. 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.

Firm Name

Millennial Wealth Management

Firm Bio

Millennial Wealth Management, LLC provides comprehensive financial planning, investment management and retirement planning to help Denver's Millennials organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Grayson Hofferber is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Firm SEC/CRD #

284746

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Advisor SEC/CRD #

5894660

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    Disclaimer

    The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Millennial Wealth Management, LLC (referred to as “MWM”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. MWM does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall MWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if MWM or an MWM authorized representative has been advised of the possibility of such damages. In no event shall Millennial Wealth Management, LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Contact:

1004 Depot Hill Road
Broomfield, Colorado 80020

info@millennialwealthmanagement.com

(303) 578-8535

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