Millennial Wealth Management
President / Financial Advisor
Grayson is a fee-only financial planner located in Broomfield, CO, serving clients locally and across the country.
Grayson Hofferber is a Broomfield, CO fee-only financial planner. Millennial Wealth Management, LLC provides comprehensive financial planning, investment management and retirement planning to help Denver's Millennials organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Grayson Hofferber is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Grayson Hofferber is the president and founder of Millennial Wealth Management, a fee-only registered investment advisor in Colorado serving clients of the millennial generation in the Denver and Boulder area, as well as other states virtually.
Grayson has been featured in industry publications such as “Financial Advisor 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 eight 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 to $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 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 the weekly market update videos, blog, 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 serves as the chairman of the Broomfield Chamber of Commerce and ran for The 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. 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.
Grayson Hofferber is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
At MWM, we’re a financial advisory firm dedicated to serving millennials in the Denver / Boulder area. Our comprehensive financial planning service is unique - a true partnership between the firm and the client. We believe no two client relationships look the same because not everyone has the same financial position, goals, or life circumstances. 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. We promise to always put your interests first, which is the commitment we made when we took the fiduciary oath.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- Student Loan Planning
- Debt Repayment
- Tax Planning
- Retirement Income Planning
- College Education Planning
- Young Professionals
- High Income Earners
- Business Owners and Executives
- Growing Families
- Sudden Money Situations
- Retirees and Near Retirees
- Complimentary Initial Consultation
- Virtual Meetings
- Monthly Subscription
- Clearly Defined Fees
- No Product Sales
- Latest Technology
- In-Office Meetings
Professional Designations & Affiliations
Grayson Hofferber is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Grayson Hofferber is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Millennial Wealth Management is an Approved Dimensional Funds Advisor
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.
Contact Grayson Hofferber
1004 Depot Hill Road
Broomfield, CO 80020