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Hoffmann Wealth Management

Hoffmann Wealth Management


Financial Services

About Us

At Hoffmann Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We provide assistance in the following areas:
- 401(k) management / takeover / startup / 3(21) co-fiduciary services
- Financial Planning
- Wealth Management
- Investment Management
- Retirement Planning
- Life Insurance
- Long Term Care Insurance
- 529 College Plans


  • 401(k) Qualified Plan Specialist


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Rep/Contact Info

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Nick C. Hoffmann

Presenting Sponsor

Mailing Address
PO Box 158
Bixby, OK 74008

Physical Address
12 West Dawes Avenue 
Bixby, OK 74008


Phone: 918-366-9445
Fax: 918-366-9443

Hours of Operation
Monday – Thursday: 9:00AM – 4:00PM
Friday: 9:00AM – 12:00PM

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