The Hoover-Braun Team
Serving the greater Malvern, PA area.
Location
Malvern, PA 19355 (610) 651-2777
A team behind every plan
It’s your future and you deserve straight answers, rigorous analysis, and insightful advice that gets you there. Our diverse team brings our specialized knowledge, credentials, and experience to create stable solutions that get results. Because our goal is to help you reach your goals - today, tomorrow, and for generations to come.
We strive to bring you clarity, confidence, and a path to pursue your financial goals.
Meet Our Team
Awards & Recognition
View All2024
Forbes Best-In-State Wealth Advisors (2024)
Forbes
2023
Forbes Best-In-State Wealth Advisors (2023)
Forbes
2022
Forbes Best-In-State Wealth Advisors (2022)
Forbes
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Malvern, PA
Malvern, PA 19355
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
FAQs
Meet the Hoover-Braun Team
Newsroom and Resources
View AllInvestopedia: Ted Braun Featured in “Retiring This Year? Ditch the 4% Rule and Use These Strategies To Make Your Savings Last”
GOBankingRates: Ted Braun Featured in “Interest Rates May Be Falling But Your Net Worth Doesn’t Have To”
Peter Hoover Named on Forbes 2024 List of Best-in-State Wealth Advisors
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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