Donald Hoffman, MS, CPA
Donald N. Hoffman, MS, CPA, is the Regional President of Prosperity – An EisnerAmper Company. His extensive background as a financial advisor, accountant and business consultant enables him to provide comprehensive, independent and tax efficient wealth management solutions to affluent individuals, business owners, institutions and families. Working within an array of industries, Don’s clients benefit from his breadth of experience in the investment, tax, business and retirement planning fields. Drawing on over 35 years of practice, Don’s passion lies in leading clients to make proper financial decisions by strategically planning for their retirement, diversifying stock portfolios, guiding them through complex business matters and optimizing long-term success with investment guidance. When acting as a fiduciary, Don puts his clients’ interests first and takes pride in being a key member of his clients’ success.
The core of Don’s practice lies in his passion for helping clients navigate through:
- Wealth Management
- Investment Planning
- Tax Planning
- Estate Planning
- Retirement Planning
- Multi-generational Planning
- Business Succession
- Buy/Sell Agreements
- Qualified and Non Qualified Retirement Plans
- Acquisitions and Mergers
The value that Donald N. Hoffman, along with Prosperity – An EisnerAmper Company, provides goes far beyond the investment component. By adhering to a comprehensive approach to wealth management, key areas that are critical to a client’s financial success are addressed: Tax Planning, Retirement Analysis, Estate Planning, Insurance Planning and Business Planning. This proactive approach enables Don and Prosperity to build strong relationships with every client while delivering results.
Donald N. Hoffman is a licensed Certified Public Accountant and has an affiliation with accounting firm, The Hoffman Group, LLC. The Hoffman Group, LLC provides accounting, tax preparation services, and consultations regarding accounting and tax matters.
*The Five Star Wealth Manager award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The 2022 Five Star Wealth Manager Award covers January 1st 2021 through December 31st 2021.