Hermitage Wealth Management of Lakeside

Hermitage Wealth Management of Lakeside is a wealth management firm in Lakeside, VA. The firm serves both individual and corporate clients, with named service areas including personal wealth management and corporate retirement plan consulting. The team includes financial advisors, wealth managers, a plan service specialist, a retirement plan relationship manager, an operations manager, a client service specialist, a client service and planning associate, an education coordinator, and a chief financial officer. The firm holds a rating of 5.00 based on customer reviews.

The firm was founded by J. Cory Hoffer, MS, CIMA, CFP, C(k)P, who serves as President. Cory began his career as a financial planner after earning a B.B.A. from James Madison University in 1999, and later completed a Masters of Finance in Personal Financial Planning through the College for Financial Planning in 2016. He holds the Certified Financial Planner, Certified Investment Management Analyst, and Certified 401(k) Planner designations, the latter earned through The Retirement Advisor University at UCLA Anderson School of Management Executive Education. Cory is a member of the Retirement Plan Advisory Council for Osaic Wealth. Other named team members include Jeffrey D. Boyer (CLU, Associate Wealth Manager), Russell Munn (CFP, CIMA, Financial Advisor), C. Will Cosby (CFP, Financial Advisor), Ryan Bernstine (Financial Advisor), Elizabeth Mosier (Plan Service Specialist), Sarah Thomas (Retirement Plan Relationship Manager), Janet M. White (Operations Manager), Janine C. Hoffer (Chief Financial Officer), Aran Massengill (Client Service Specialist), Lauren Tucker (Education Coordinator), and Jacob Wells (Client Service and Planning Associate). Elizabeth Mosier, who joined Hermitage in the summer of 2017 and graduated from Randolph-Macon College in 2016, supports 401(k) plan preparation and service.

The office is located at 3761 Westerre Parkway, Suite G, in Richmond, VA 23233. Office hours run Monday through Thursday from 8:00 AM to 5:00 PM and Friday from 8:00 AM to 4:00 PM. With a perfect 5.00 rating across customer reviews, Hermitage Wealth Management of Lakeside stands out as a top-rated wealth management practice serving the Lakeside and greater Richmond area.