MORRISTOWN, NJ, July 18, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that two if its financial advisors, Will Hoffman and Susan Wilkinson, have earned honorable mentions for the 18th Annual Invest in Others Awards. Invest in Others recognizes financial advisors who volunteer their time, talent, and resources to support nonprofits, positively impacting various communities across the country and around the world.
Hoffman, Founder of Hoffman Wealth Management based out of Jeannette, PA, has received a Catalyst Award honorable mention for his charitable work with Neurofibromatosis Clinic Association (NFCA). Wilkinson, Founder of Wilkinson Wealth Management based out of Charlottesville, VA, has received a Community Service Award honorable mention for her charitable work with Foothills Child Advocacy Center. Both nonprofit organizations received a $2,000 donation from Invest in Others in honor of Hoffman and Wilkinson’s tremendous contributions to these causes.
“We are immensely proud to celebrate Will and Susan for their respective recognitions,” says John Hyland, Co-founder of Private Advisor Group and former Board Chair of Invest in Others. “They exemplify the true spirit of giving back and inspire us all at Private Advisor Group to strive for positive change in the communities around us.” Through its continued support of Invest in Others as an annual sponsor, Private Advisor Group has committed to donating over $75,000 to the charitable foundation in 2024.
The Invest in Others Awards program consists of five award categories that acknowledge the different ways that advisors actively give back to nonprofits: Catalyst, Community Service, Emerging Impact, Lifetime Achievement, and Volunteer of the Year. Financial advisors receiving honorable mentions were selected based on their leadership, dedication, contribution, inspiration, and impact on a nonprofit and the community they serve. Nominations were blindly reviewed by a diverse panel of leaders in the financial services industry.
Recipients will be announced on September 19th at the 18th Annual Invest in Others Awards Gala in Boston, MA. Learn more about the Invest in Others Awards Gala here.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $31.5 billion in assets under management as of December 31, 2023, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2019.
*Barron’s “Top 100 RIA Firms” is based on assets managed, technology spending, staff diversity, succession planning and other metrics. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking. Barron’s publishes these rankings annually, most recently in September 2023.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.