Brookstone Capital Management, a prominent SEC-Registered Investment Advisory firm and an affiliate of AmeriLife Group, LLC, has announced its partnership with Hoffman Financial Group, a nationally recognized financial planning firm based in Atlanta. The terms of the deal were not disclosed.
Dean Zayed, CEO of Brookstone Capital Management, expressed enthusiasm about the collaboration, stating, "We’re excited to partner with the Hoffman team. This collaboration will only strengthen both organizations and continue to provide best-in-class solutions for them and all the clients they serve." He emphasized that the partnership underscores Brookstone's commitment to being a leader in both the insurance and securities sectors.
Darryl Ronconi, president of Brookstone Capital Management, added, "Hoffman Financial Group is a premier financial services firm – Chris and his team have created something special that we are excited to be a part of. With a broader relationship with Brookstone and AmeriLife, our goal is to help continue to accelerate their significant growth by providing them with even more resources and support."
Founded in 2011, Hoffman Financial Group has established itself as a comprehensive financial and retirement planning firm. The firm offers a hands-on approach to retirement planning and provides a wide range of wealth management services, including investment management, 401(k) and IRA rollovers, and tax planning. Hoffman Financial Group also offers unique initiatives like Her Wealth Her Way®, aimed at helping women retire comfortably and confidently.
Hoffman Financial Group is active in media, sharing its expertise on money management through various platforms such as The Financial Edge on Atlanta’s CBS 46 and ABC’s Good Morning America Weekend, as well as Money Unleashed on Atlanta’s 95.5 WSB. The firm is also an Official Partner of the University of Georgia Bulldogs® and the Official Financial Advisor of former Bulldog and NFL player Brock Bowers, enhancing its reputation in both financial services and collegiate sports.
Chris Hoffman, founder of Hoffman Financial Group, stated, "I couldn’t be more excited to partner and expand our relationship with Brookstone. They are the best partner to take us to the next level. The entire team is thrilled about the opportunity of aligning Hoffman Financial Group with the extensive resources and talent that they offer."
As a part of the AmeriLife family of companies, Hoffman Financial Group will gain access to advanced platforms, tools, resources, and a broad product portfolio. This will enable the firm to enter new markets swiftly, enhance production, and drive growth for years to come.
Mike Vietri, Chief Distribution Officer for AmeriLife Wealth Group, remarked, "Chris Hoffman has built a powerhouse brand and business that is reshaping retirement planning for America’s retirees. We’re incredibly excited for Hoffman Financial Group to join forces with Brookstone as part of AmeriLife Wealth Group, and look forward to integrating their unique approach, expertise, and leadership into our fast-growing distribution platform."
