Our profile

Plan with confidence. Live with intention.

SkyCrest Financial Group is a dedicated team, intentionally focused on combining a tailored client experience with industry-leading financial planning and asset management solutions. From our offices in Columbus and Granville, we work with individuals, families and business owners throughout Central Ohio to build plans grounded in what matters most: family, balance and the life you're working toward.

We hold ourselves to a standard of integrity and excellence, and we believe an informed client is a confident one — so we take the time to educate along the way, making sure you understand the thinking behind every recommendation. Our collaborative team works across your full financial picture— investments, retirement income, estate and legacy planning — bringing coordinated expertise to every stage of your financial life.

This approach has earned SkyCrest a 5.0/5 client satisfaction rating and a place on the 2026 Forbes Best-in-State Wealth Management Teams list, as we work to build a growing community of clients who feel educated, guided and confident along their financial journey.

Ready to start the conversation? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies

Awards & recognition

  • SkyCrest Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Jared Hoffman, Forbes Best-in-State Wealth Advisors, 2022-2026
  • Jared Hoffman, Forbes | SHOOK Best-in-State Next-Generation Wealth Advisors, 2021-2023
  • Jared Hoffman, Five Star Wealth Manager, 2023-2025
  • Eric Koller, Five Star Wealth Manager, 2023, 2024
  • Matt Sangalli, Five Star Wealth Manager , 2023, 2025
  • Jared Hoffman, Ameriprise Circle of Success, 2016-2025

Community participation

Our toy drive is off to a great start!
Our toy drive is off to a great start!

Honored to be recognized in Forbes

All of us at SkyCrest Financial Group are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.