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!
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.