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Matt Hoffner

Matt Hoffner

Principal at Abound Wealth Management

Franklin, TN , United States

About

Matt Hoffner, CFP®, is a Principal at Abound Wealth Management in Franklin, Tennessee, where he leads comprehensive financial planning and wealth management services for a diverse clientele. As part of the senior leadership team, he is responsible for developing tailored strategies that address retirement planning, investment management, and complex client needs, with a strong emphasis on fiduciary, fee-only advice.

Matt's expertise covers a broad range of asset classes, including equities, fixed income, and alternative investments, serving individuals, families, and business owners seeking strategic, long-term growth. He is recognized for his detailed, research-driven approach to crafting personalized financial plans and his commitment to addressing unique client circumstances across market cycles.

Matt earned his Bachelor’s degree in Business with a major in Finance from Virginia Tech's distinguished financial planning program. His career began at Monarch Advisory Group, LLC, followed by his role as a Financial Advisor at Abound Wealth Management, before advancing to Principal, reflecting his deep commitment and impact in the investment advisory sector.

Career History

OrganizationRoleDate RangeDetails
Abound Wealth ManagementPrincipalDec 2020 to Present
Abound Wealth ManagementFinancial AdvisorNov 2017 to Dec 2020
Monarch Advisory Group, LLCWealth AdvisorMay 2013 to Nov 2017
Academy Sports + OutdoorsSales AssociateJan 2006 to Jan 2010

Education

Virginia Tech

Bachelor’s Degree, Business, Finance Major

2008 2013

Others at Abound Wealth Management (2)

NameRoleLocation
Bo Hanson
Bo Hanson
PartnerFranklin, TN , United States
Brian Preston
Brian Preston
Managing PartnerNashville, TN , United States

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