Hermitage Wealth Management of Lakeside

Hermitage Wealth Management of Lakeside is a wealth management firm in Lakeside, Virginia, serving individuals and businesses with personalized financial planning and investment strategies. The firm specializes in personal wealth management, corporate retirement planning, and 401(k) plan consulting, guided by a long-term, principles-based approach. Led by President J. Cory Hoffer, a CFP® and CIMA® with a Master of Finance, the team emphasizes fiduciary responsibility, transparency, and client-centered service. Their service area includes the Lakeside and Richmond regions, where they have built a reputation for thoughtful, enduring financial solutions. The firm holds a perfect 5.00 rating based on client reviews, reflecting strong client satisfaction and trust.

The firm was founded by J. Cory Hoffer, who began his career in financial planning after earning a B.B.A. from James Madison University in 1999. He later earned advanced designations including CFP®, CIMA®, and C(k)PTM, and completed a Master of Finance degree focused on advanced planning. His leadership has shaped Hermitage Wealth Management’s philosophy of delivering timeless solutions that prioritize long-term stability over short-term market trends. The team includes financial advisors, plan specialists, and operations professionals, all committed to providing detailed, individualized service. The firm offers resources such as a tax reform ebook and educational content to help clients navigate complex financial topics.

The firm is located at 3761 Westerre Parkway Suite G in the Innsbrook area of Richmond, Virginia. It sits on Westerre Parkway, a commercial corridor serving the western part of the city. The office is situated within a business park that includes other professional services, and it is accessible via major regional roads. While no specific nearby landmarks are listed, the location is within a well-established business district known for its professional and financial services presence.

Hermitage Wealth Management of Lakeside is recognized for its strong commitment to fiduciary standards, client education, and long-term financial planning. The firm’s team is composed of certified professionals with advanced credentials, and their focus on personalized service has earned them a perfect rating. They are known for their dedication to helping clients achieve financial clarity and security through disciplined, thoughtful strategies. In Lakeside and surrounding communities, they stand out as a trusted partner in wealth preservation and growth.