Kim Hoffman

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

Forbes Best-In-State Wealth Advisors (2024)

North Carolina - East

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

#87

America's Top Women Advisors (2024)

Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.

Forbes Best-In-State Women Advisors (2024)

North Carolina

Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.

About Kim Hoffman

With 30 years of experience as a financial advisor, I believe in a holistic approach to wealth strategies that begins by understanding and clarifying your values and goals so that we can take into account everything that is most important to you.

Our process involves more than just investment guidance. We collaborate with your CPA, attorney, and other professionals to address the entire scope of financial concerns including wealth preservation, protection, and charitable intent.

Relationships are key and our focus is on you. Our internal team, our headquarters support and our ad... Read More

The description above is provided by Kim.

Focus Area / Customer Base

Wealth Strategies for Business Owners, Executives, Retirees, Estate & Legacy Strategies, Intergenerational Planning

Kim Hoffman's Awards

2024

Barron’s Top 1,200 Financial Advisors

#22 in North Carolina in 2024

2024

Forbes Top Best-in-State Wealth Advisors

#8 in East North Carolina in 2024

2024

Forbes Top Women Wealth Advisors Best-in-State

#1 in North Carolina in 2024

2024

Forbes America’s Top Women Wealth Advisors

#87 in 2024

In the News

Top Advisor Spotlight: Kim Hoffman, Edward Jones

By Jason Bisnoff

Barron’s Top 1,200 Financial Advisors in 2013-2024 (2013 Barron’s Top 1,000 Financial Advisors), published February or March each year, dats as of September of prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

Forbes Best-In-State Wealth Advisors in North Carolina in 2021-2024, published 1st trimester each year, research by SHOOK Research LLC, data as of June of prior year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

Forbes Top Women Wealth Advisors Best-in-State for North Carolina in 2021-2024, published February each year, research by SHOOK Research LLC, data as of September of the prior year, Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

Forbes America’s Top Women Wealth Advisors in 2021-2024, published 1st quarter each year, research by SHOOK Research LLC, data as of September of the prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.