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 let's face it, 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, then 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, then 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.
We grew up in an age where financial literacy was not taught in school. So, if our parents didn't teach us about money then 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!
Contact information for Grayson Hofferber:
Phone - 303-578-8535
Grayson Hofferber is the President and Founder of Millennial Wealth Management, LLC, a Fee-Only Registered Investment Adviser in the State of Colorado serving clients of the Millennial Generation in the Denver/ Boulder area as well as other states virtually.
Grayson has been featured in industry publications such as FA Magazine, Advisor News, and Investopedia as well as local publications of the Broomfield Enterprise and the Boulder Daily Camera.
As of 2018, Grayson has been in the financial services industry for 8 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 - 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 that understands them both personally and financially and is going to be able to serve their needs for a long time, as the average age of a financial advisor is 51 and 38% of all advisors are planning to retire in 10 years (according to Cerulli Associates).
MWM believes that financial planning should be affordable and accessible and is unique in 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 where clients are expected to reach out for any, and all questions regarding money. Clients also get timely market information through the weekly market update videos, the blog, and an email newsletter.
Grayson enjoys helping clients see the power of saving through a developed financial plan and experiencing the big wins like when a client maxes out a retirement plan for the first time, becomes debt free, or reaches financial independence.
Grayson resides in Broomfield, CO with his wife and 3 children and is very active in the local community. He currently serves as the Chairman of the Broomfield Chamber of Commerce and ran for 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 and 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 many local parks.
Contact information for Heather Clark:
Phone - 303-912-8475
Heather Clark is a Financial Advisor for Millennial Wealth Management, LLC. In conjunction with working at MWM, Heather is also an Academic Advisor and an Instructor at the University of Colorado, Boulder. Prior to working at the University of Colorado, she worked as a life coach, specializing in helping people maximize their potential. She has worked with thousands of clients and students helping them set goals, understand their strengths, and achieve their dreams.
Heather understands the anxiety and confusion there often is around managing finances. There is a need for financial education particularly in our Millennial generation and Heather hopes to benefit the community by teaching those around her how to effectively manage their money. She sees money as a resource to achieve goals, but only if properly managed. She loves seeing clients move closer to their ambitions by using their money as effectively as possible.
Heather is passionate about making a positive impact on the world by empowering those around her. Her goal as a financial advisor is to support the game-changers in our community so that they can focus on their strengths and make the greatest impact. Her combination of a financial mind and passion for helping others have prepared her for helping to mobilize clients to make big changes to their future. Heather lives in Arvada, Colorado with her fiancée and two dogs. She can often be found at the Sunday Farmers Market or riding her tandem bike to one of the restaurants in Old Town. Outside of work, Heather is pursuing a Master’s in Finance from the University of Colorado, Denver. She has a passion for homemade food, traveling across the world, and checking things off her bucket list like seeing the Northern Lights and learning how to sail.