Millennial Wealth Management
Millennial Wealth Management
Broomfield, CO
Serving Clients Nationwide
Comprehensive Financial Planning and Investment Management for Millennials.
5 out of 5 Stars
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Firm
Primary Advisor Locations
Grayson Hofferber
Millennial Wealth Management
Video
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
About Millennial Wealth Management
We are MWM, a different kind of financial advisory firm dedicated to serving the needs of millennials.Our comprehensive financial planning service is unique in the investment industry, as it is a true partnership between the firm and our clients. No two client relationships look the same when working with us because nobody is in the same financial position with the same goals and life circumstances.
If you want a cookie-cutter approach and a new product sold to you at every turn, we are not for you. If you want personal attention with a true understanding of your current financial situation and a plan to reach your future goals, give us a try.
✅ Our promise to you is to always put your interests first, which we committed to when we took the fiduciary oath.
Helping Millennials Win With Money
We grew up in an age where financial literacy was not taught in school. So, if our parents didn't teach us about money we were left to figure it out on our own.
✅ Our Mission at MWM is to change the lives of millennials and their families through financial planning.
We understand the importance of partnership and taking the time to educate our clients through the financial planning process. It's important that our clients know why we are recommending certain strategies, or why we utilize certain investment vehicles.
At MWM, our goal is growth, both personally and financially. We hope to work with you soon!
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View DisclosureWho We Serve
- Attorneys
- Blended Family
- Business Owners
- College Graduates
- Corporate Executives
- Couples
- Crypto Investors
- Dentists
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Newly Engaged / Newlywed
- Parents
- Physicians
- Real Estate Agents
- Technology Professionals
- Women Professionals
- Young Families
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5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 29, 2023
Eric is incredibly helpful. The comprehensive plan works for me and my situation. If it doesn't sound right for you - please still get connected with MWM because their approach is individualized which sets them apart. I have never felt pressured into any decision. It's been a game-changer to let go of the stress I felt with finances and instead focus on other priorities.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 7, 2022
Eric has been doing a great job managing my fiances and my finances, especially with my student debt and us having no previous experience on how to manage our finances. I would recommend anyone looking for a financial advisor to check this place out.
Relationship to Financial Advisor: Client as of Jan 7, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 30, 2020
I was overwhelmed by debt between student loans, car payments, and replacing an HVAC unit. Grayson helped talk me through options to increase my cash flow. In a few months I was able to go from eating into savings every month to putting more aside into savings. I am now better positioned presently, as well as feeling more confident about the long term health of my finances. Would highly recommend!
Relationship to Financial Advisor: Client as of Jan 30, 2020
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 22, 2017
Grayson is extremely professional, accommodating and approachable! He is very knowledgeable and helpful with financial planning and has a very transparent, methodical and effective planning process. My wife and I have been working with him for several months and we already feel much better about the state of our savings, financial goals and retirement planing. He brings to our attention details that we would never have thought to consider and walks us through the pros and cons of financial decisions. I would strongly recommend Millennial Wealth Management to anyone interesting in financial planing, wealth management, home purchase, retirement planning or all of the above!
Relationship to Financial Advisor: Client as of Jan 22, 2017
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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