Clipper City Capital

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Steve Hoffman

Steve Hoffman

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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Matthew Snyder

Matthew Snyder

CFP®, APMA®

Financial Advisor

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Benjamin Hoffman

Benjamin Hoffman

CFP®

Private Wealth Advisor

Managing Director
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Henry Slyker

Henry Slyker

MBA, CLU®

Financial Advisor

Managing Director
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Team

Heather Sommerfield

Heather Sommerfield

Registered Client Service Associate

Sue Van Metre

Sue Van Metre

Registered Client Service Associate