About the Hoffmann Butler Team
The Hoffmann Butler Team partners with families, business owners, and professionals to create personalized financial plans that grow and adapt with your goals. Our areas of proficiency include investment and estate planning, managing retirement plans for business owners, succession and exit planning, and asset preservation. We take our client relationships seriously and build trust one step at a time. We’re known for responsiveness and high-quality service.
Wealth Enhancement Welcomes Marcum Wealth
By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.
Client Logins
Advisory Team
Client Service Team
Caitlin Persico
Senior Client Service Associate
Mohammed Nijim
Senior Client Service Associate
Resources from our team
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Team locations
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation