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Steve Hofmann | Financial Advisor

Profile img for Steve Hofmann, financial advisor at RIDGELINE PRIVATE WEALTH
Rockford, IL
Steve Hofmann
Financial Advisor
DIRECTOR OF WEALTH PLANNING at
RIDGELINE PRIVATE WEALTH

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Allow Me to Introduce Myself
Many business owners miss out on wealth potential because they don’t have time to research unique tax and investment ideas. We guide business owners with specialized strategies to reduce taxes and invest wisely so they can build wealth with confidence. -Attorney, Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ and Professional Plan Consultant® guiding leaders to align their decisions with their goals -16 years of experience in public accounting, banking, and wealth advisory -Husband and dad (three girls and a boy!) -Lives in Northern Illinois 70 miles west of Chicago -Enjoys training for the next run, exploring the outdoors with family, and traveling to fun places
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Specialties and Expertise

10
Business Ownership Strategies
Tax Minimization Investment Strategies
High Net Worth Planning
Cash Flow Analysis
Retirement Income
Portfolio Construction
Alternative Investments
Succession Planning
Philanthropic Planning and Giving
Endowments & Charities

Clientele

7
Business Owners
Wealthy Families
Inheritors
High Net Worth Individuals
Retirees
New Investors
Real Estate Agents

Credentials and Designations

2
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Certified Public Accountant

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Certified Financial Planner™

Education

2
Western Michigan University Cooley Law SchoolJuris DoctorYear Obtained: 2012
Northern Illinois UniversityBachelor of Science (B.S.), AccountancyYear Obtained: 2007
Quick Facts About Steve
Years of Experience:17 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Tax Planning

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Investment Management

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Rockford, IL
Steve Hofmann
Financial Advisor
DIRECTOR OF WEALTH PLANNING at
RIDGELINE PRIVATE WEALTH
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Advisor Disclosure
Investment advisory services offered through Ridgeline Private Wealth, a registered investment adviser. Investment adviser representatives of Ridgeline Private Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or an exemption from registration is determined. Not all services referenced in this communication are available in every state and through every advisor listed. For additional information, please contact the Chief Compliance Officer at 480-779-0127.
Profile last updated: 06-09-2025
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