Hofstetter Baron Group takes a comprehensive approach in devising thoughtful strategies to help successful individuals, families, executives, professionals and business owners meet their short- and long-term financial goals. By leveraging the diverse skills of our team, and resources available through our partners, we offer all-encompassing planning solutions to serve you now, and in the future.
We work with you to determine strategies that preserve, grow and transition your wealth.
Our Team
As an independent firm, we aren’t beholden to Wall Street which means we are uniquely able to create strategies that truly put our clients’ best interest first. After more than 17 years together as a team, we complement each other by working collaboratively to offer each client the complete repertoire of skills and expertise available through our 80 years of combined experience.
We serve clients with an unyielding dedication to integrity, transparency, and communication.
Our Approach
We believe trust is earned. With our high level of client care and expertise, we strive to establish ourselves as problem-solvers and educators with integrity—capable of handling all facets of our clients’ financial lives and beyond. By taking the time to thoroughly explain their strategic and tactical options, we empower clients with a true understanding of their finances and the opportunities available to them.
We quarterback your financial life.
Our client-first process
Starting the Conversation
During our initial meeting, we take the time to get to know you, understand your goals and introduce the wealth planning strategies we believe will set you up for success.
Creating and Implementing Your Customized Plan
With a clear understanding of your financial situation—including your family, priorities, short- and long-term goals—we employ our sophisticated planning software, paired with our experience and industry knowledge to help create investment and wealth management strategies that work to bring you closer to your personal and professional goals.
Dealing with Change
As a trusted fiduciary and confidant, we are proactive and always available to offer advice as your situation changes and new opportunities arise.
Our Services
Total Wealth Management
We understand how crucial it is to have an advisor you can trust, and we are dedicated to guiding you through all your important life choices. Whenever you need us, and whatever you need us for, we are always available to assist you.
Comprehensive Services
We serve a diverse clientele, including high-net-worth individuals and families, multi-generational families, individuals with life-changing situations, business owners and executives. Using our wide variety of in-house capabilities as well as those available to us through our partners, we are able to offer complete and thorough wealth management plans and investment opportunities.
Our Resources
As an independent firm, Hofstetter Baron Group leverages the services, technology, and tools available to us from our network of best-in-class partners.
Hofstetter Baron Group teamed with DayMark Wealth Partners, an independent registered investment advisor, because we sought full ownership of our client experience business while gaining support and collaboration with likeminded, experienced advisors to deliver unparalleled service without conflict.
Dynasty’s fully customizable platform gives Hofstetter Baron Group end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with the world’s best-in-class portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust.
Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.
Contact Us
Let’s talk about building a wealth plan for the future. We look forward to starting or continuing our relationship with you.
Thomas Hofstetter
MANAGING PARTNER
Daniel Baron
MANAGING PARTNER
Megan Helbig
DIRECTOR –
CLIENT RELATIONS
Hofstetter Baron Group
To learn more about our team, visit:
