Broker Check
J. Cory Hoffer, MS, CFP®, AIF®, C(k)P™

J. Cory Hoffer, MS, CFP®, AIF®, C(k)P™


As the President and Founder of Hermitage Wealth Management, Inc., Cory is a driving force behind the firm's vision to promote a higher standard of financial planning for the betterment of society.

A lifetime academic, Cory earned his B.B.A. from James Madison University in 1999 and earned the C(k)P™ designation through The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education. TRAU is the first retirement planning certification program associated with a nationally recognized institution of higher learning. There he was instructed by both world class UCLA faculty members and many of the most accomplished financial advisors and industry experts in the retirement plan industry, specifically selected for their demonstrated expertise in the corporate retirement plan management field.

In 2016 Cory completed his graduate degree, a Masters of Finance, Personal Financial Planning from the College for Financial Planning where he researched advanced planning concepts with renowned faculty and subject matter experts.

With a strong commitment to his community, Hoffer actively supports numerous charitable organizations. He and his wife, Janine, reside in Richmond, Virginia, and spend most of their time rearing three wonderful children.