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Michael Hofmeister

Michael G. Hofmeister, AAMS®
Financial Advisor Truist Investment Services, Inc.
The Lewis Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

Michael.Hofmeister@Truist.com

Phone 804-782-2002

Fax 804-649-2916

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About me

Background

Michael Hofmeister joined The Lewis Group of Truist Investment Services, Inc. in February 2018 and works closely with clients to help them accomplish their goals and objectives by pairing long-term investment strategies with comprehensive financial planning.  

Michael started at Truist in 2016 after previously working with MassMutual Financial Group, where he specialized in insurance. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts in International Studies and Politics
Virginia Military Institute 2014

Personal Interests

A former Division I lacrosse player, Michael now teaches and coaches children lacrosse. He's also active in the community, serving as a member of the World Pediatric Project’s emerging leaders board, as well as the Massey Alliance, a group of young professionals in Richmond who collaborate and raise money for the Massey Cancer Center at MCV.

Michael lives in Richmond with his wife, Kristina, and son, Hudson. He enjoys spending time with his growing family, playing golf, coaching lacrosse, and fishing.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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