Grayson Hofferber
Comprehensive Financial Planning and Investment Management for Millennials.
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Comprehensive Financial Planning and Investment Management for Millennials.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Student Loan Advising
- Taxes
About Grayson Hofferber
Grayson Hofferber is a nationally recognized wealth advisor, thought leader, and founder of Millennial Wealth Management, a fee-only Registered Investment Advisory firm with offices in Colorado and Texas, serving clients nationwide virtually. With 15 years of experience in the financial services industry, Grayson specializes in working with high-income earning and high-net-worth millennials, helping them align their money with a meaningful life through forward-thinking financial planning and investment management.A 2024 and 2025 Five Star Wealth Manager and Boulder Valley 40 Under 40 honoree, Grayson has carved out a niche by reimagining how financial advice is delivered to the next generation of wealth builders. His firm’s modern, subscription-based planning model eliminates the large upfront fees common in the industry, giving clients transparent, ongoing access to their advisor — just like they would with their CPA or attorney. MWM’s client base is national and diverse, but most are rising professionals and entrepreneurs motivated by clarity, optimization, and results.
Grayson’s career path has spanned the full spectrum of financial services — including roles as a broker at a major retail firm, retirement plan consultant, and private banker managing $5–15 million portfolios — before launching his own firm to serve clients with a more personal, long-term, and digitally native approach.
Beyond his work with clients, Grayson is an active community leader and advocate for financial literacy. He previously served as Chairman of the Broomfield Chamber of Commerce, founded HYPE (Helping Young Professionals Evolve), and ran for Broomfield City Council in 2017 and 2021, underscoring his commitment to civic impact.
Grayson lives in Broomfield, Colorado, with his wife and three children. He thrives on building things — from businesses to communities to confident clients. Whether he’s helping a family reach financial independence or guiding a young professional through equity-comp complexities, his mission remains the same: to empower the next generation to make smart money decisions and live fully on their terms.
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
2095 W 6th Ave, Broomfield, CO 80020, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary conversation regarding your financial situation and how MWM can help you. In this free one-hour meeting, we will get to know each other and see if working together makes sense. We look forward to speaking with you!Offers Investment Management
Yes
About Millennial Wealth Management
Millennial Wealth Management is a fee-only fiduciary financial planning and investment management firm with offices in Texas & Colorado serving millennials, professionals, business owners, and families. We provide personalized advice for retirement planning, student loan repayment strategies, tax-efficient investing, portfolio management, and long-term wealth building. Our planning is designed to support major life milestones such as buying a home, growing a family, preparing for retirement, and making confident financial decisions. We serve clients throughout the Texas and Colorado regions and also offer virtual financial planning and investment management to clients nationwide.Education
West Texas A&M University | KD College Associate of Arts (AA)
Hobbies and Interests
- Baseball
- Basketball
- Billiards
- Bowling
- Camping
- Family
- Football
- Golf
- Grilling
- Hiking
- Motorcycling
- Sports
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Attorneys
- Blended Family
- Business Owners
- College Graduates
- Corporate Executives
- Couples
- Crypto Investors
- Dentists
- Divorce
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Healthcare Professionals
- Investors
- Newly Engaged / Newlywed
- Parents
- Real Estate Agents
- Technology Professionals
- Women Professionals
- Young Families
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