Leading full-service financial planning firm poised to deliver even more retirement dreams through deeper and more expansive partnership
CLEARWATER, Fla., CHICAGO and ATLANTA – June 17, 2024 – Brookstone Capital Management (“Brookstone”), a leading, SEC-Registered Investment Advisory (RIA) firm and affiliate of AmeriLife Group, LLC (“AmeriLife”), announced today that it has partnered with Hoffman Financial Group, a nationally recognized financial planning firm based in Atlanta. Per the agreement, terms of the deal were not disclosed.
“We’re excited to partner with the Hoffman team. This collaboration will only strengthen both organizations and continue to provide best-in-class solutions for them and all the clients they serve,” said Dean Zayed, CEO of Brookstone Capital Management. “Additionally, this partnership underscores Brookstone’s ongoing investment and commitment to our advisors and our goal to be the leader at the intersection of insurance and securities.”
“Hoffman Financial Group is premier financial services firm – Chris and his team have created something special that we are excited to be a part of,” added Darryl Ronconi, president of Brookstone Capital Management. “With a broader relationship with Brookstone and AmeriLife, our goal is to help continue to accelerate their significant growth by providing them with even more resources and support.”
Founded in 2011, Hoffman Financial Group is an Atlanta-based comprehensive financial and retirement planning firm with one goal in mind: to be the go-to financial advisor for individuals wanting to retire. The firm offers a completely hands-on approach to retirement planning and a full suite of wealth management offerings, including investment management, 401(k) and IRA rollovers, tax planning, and more through its eight investment advisor representatives.
Hoffman Financial Group is also incredibly active in the media, bringing its expertise on money management to viewers of The Financial Edge on Atlanta’s CBS 46 and ABC’s Good Morning America Weekend every Sunday morning, and to listeners of Money Unleashed on Atlanta’s 95.5 WSB every Sunday afternoon. Additionally, the firm is an Official Partner of the University of Georgia Bulldogs® and, most recently, was named Official Financial Advisor of former Bulldog and NFL player Brock Bowers, partnerships that have cemented Hoffman Financial Group as a leading financial services company alongside two distinguished names in collegiate sports.
“I couldn’t be more excited to partner and expand our relationship with Brookstone,” said Chris Hoffman, founder of Hoffman Financial Group. “They are the best partner to take us to the next level. The entire team is thrilled about the opportunity of aligning Hoffman Financial Group with the extensive resources and talent that they offer.”
Now, as part of the AmeriLife family of companies, Hoffman Financial Group will enjoy broad access to best-in-class platforms, tools, resources, and an expansive product portfolio to move quickly into new markets, accelerate production, and drive the firm’s growth for years to come.
“Chris Hoffman has built a powerhouse brand and business that is reshaping retirement planning for America’s retirees,” said Mike Vietri, Chief Distribution Officer for AmeriLife Wealth Group. “We’re incredibly excited for Hoffman Financial Group to join forces with Brookstone as part of AmeriLife Wealth Group, and look forward to integrating their unique approach, expertise, and leadership into our fast-growing distribution platform.”
