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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Abound Wealth Management | Principal | Dec 2020 to Present | — |
| Abound Wealth Management | Financial Advisor | Nov 2017 to Dec 2020 | — |
| Monarch Advisory Group, LLC | Wealth Advisor | May 2013 to Nov 2017 | — |
| Academy Sports + Outdoors | Sales Associate | Jan 2006 to Jan 2010 | — |
Education
Virginia Tech
Bachelor’s Degree, Business, Finance Major
2008 — 2013
Others at Abound Wealth Management (2)
| Name | Role | Location |
|---|---|---|
| Partner | Franklin, TN , United States | |
| Managing Partner | Nashville, TN , United States |
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