SEC CRD #801-134426
Hermitage Wealth 804-270-7877 Client Links Timeless Solutions Why Hermitage We believe our clients deserve a team that puts their heart in it. Learn more Corporate Retirement Experience. Sophistication. A seasoned fiduciary partner. Learn more Personal Wealth Management You deserve an Apple Pie Experience. Find out why. Learn more History Repeats Itself.... Given the recent stock market volatility, we believe it s important for most investors to stay focused on a long-term perspective. In the video linked below, renowned mutual fund manager Peter Lynch of Fidelity offers a historical overview of the U.S. stock market. Though recorded in 1993, his insights remain remarkably relevant today. Meet Our Team J. Cory Hoffer, MS, CIMA , CFP , C(k)P TM President 804-270-7877 804-270-7811 myteam@hermitagewealth.com Elizabeth Mosier Plan Service Specialist 804-270-7877 804-270-7811 myteam@hermitagewealth.com Janet M. White Operations Manager 804-270-7877 804-270-7811 myteam@hermitagewealth.com Jeffrey D. Boyer, CLU Associate Wealth Manager 804-270-7877 804-270-7811 myteam@hermitagewealth.com Russell Munn, CFP , CIMA Financial Advisor 804-270-7877 804-270-7811 myteam@hermitagewealth.com C. Will Cosby, CFP Financial Advisor 804-270-7877 (804) 294-0880 cwcosby@hermitagewealth.com Ryan Bernstine Financial Advisor (804) 270-7877 myteam@hermitagewealth.com Janine C. Hoffer Chief Financial Officer 804-270-7877 804-270-7811 myteam@hermitagewealth.com Aran Massengill Client Service Specialist (8
JOHN CORY HOFFER
CHIEF COMPLIANCE OFFICER
📞 (804) 270-7877
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$38M
Check Size
$7.8B–$7.8B
Location
RICHMOND, VA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.