Hermitage Wealth Management of Short Pump

Hermitage Wealth Management of Short Pump is a wealth management firm in Short Pump, Virginia, serving individuals and families with personalized financial planning and retirement solutions. The firm specializes in personal wealth management, corporate retirement plan consulting, and long-term investment strategy, emphasizing a fiduciary approach rooted in transparency and client-centered service. With a team of certified professionals including CFP® and CIMA® designees, the firm offers tailored guidance to help clients build, protect, and preserve their financial futures. They serve clients throughout the Richmond metropolitan area, maintaining a strong reputation supported by a 5.00 rating and positive client feedback.

The firm’s philosophy centers on timeless, evidence-based strategies that prioritize long-term stability over short-term market fluctuations. Founded by J. Cory Hoffer, a CFP® and C(k)PTM-designated financial advisor with a Master of Finance from the College for Financial Planning, Hermitage Wealth Management emphasizes disciplined planning and continuous education. The team includes specialists in retirement plan services, client support, and financial education, with a focus on delivering detailed, individualized attention. The firm provides resources such as tax reform guides and educational materials to help clients navigate complex financial topics.

Located on Westerre Parkway in the Innsbrook area of Richmond, the firm occupies Suite G of a commercial building in a professional district. The office is situated within a business park environment, accessible from major regional roads, and serves as a central hub for client meetings and financial planning services.

Hermitage Wealth Management is known for its client-focused approach, experienced team, and commitment to fiduciary standards, making it a trusted name in the Richmond financial services community. The firm’s dedication to personalized service and long-term financial well-being continues to define its role in helping residents of Short Pump and surrounding areas achieve lasting financial security.