Millennial Wealth Management is a leading financial planning firm dedicated to serving the investment needs of millennials in Broomfield, Boulder, and Denver, as well as nationally on a virtual basis.
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.
Meet The MWM Team
Grayson Hofferber
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.
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.
Want To Become A Part Of Our MWM Team?
We are MWM, a different kind of financial advisory firm dedicated to a comprehensive financial planning service unique in the industry.
Copyright Millennial Wealth Management, 2020.