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SCH Financial Group, LLC
Robert M. Hoffman

Robert M. Hoffman, Jr.
Managing Partner

“Tomorrow is the most important thing in life. It comes into us at midnight very clean. It’s perfect when it arrives and puts itself in our hands. It hopes we’ve learned something from yesterday”
-John Wayne

Robert joined SCH Financial Group, LLC as Managing Partner in 2014. With more than 30 years of experience in the financial services industry, Robert Hoffman is a Financial Advisor who specializes in creating and managing fixed income, bond and stock portfolios as well as corporate retirement plans. He believes trust, analytics, listening, persistency and service are the foundation of lasting relationships and success. Robert continues to serve clients that he first met over 30 years ago, providing multi-generational financial services that are tailored to individual client needs. The cornerstone of his long-term success is the use of rigorous analytical research, technological savvy and good old fashioned hard work.

“My primary strength is to help clients manage their portfolios for risk”.
-Robert Hoffman

Robert has served as a Financial Specialist with A.G. Edwards & Sons and Wells Fargo Advisors respectively where he developed extensive knowledge of financial planning and asset management. He moved to Naples in 1990 and has actively been involved in the community as a past member of the Naples Better Government Committee, Park Shore Association and Kiwanis Club of Pelican Bay. Robert has been honored numerous times as a top advisor within the independent brokerage and advisory community.

Robert attended Northeastern Oklahoma A & M College and Central Oklahoma University with an Emphasis in Finance and Economics. Robert enjoys spending as much time as possible with his family and dog Beauford who fight for attention in equal measure.

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Wealth Management

Wealth Management is a process built around the coupling of an Investors Risk tolerance, asset management, estate planning and tax planning goals.

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Fixed Income

SCH Financial Group offers investment expertise that helps clients avoid costly mistakes. Our fixed income program is all about creating fixed income strategies...

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Corporate Retirement

Plan fiduciaries are required to accept greater responsibility than ever before. It is the responsibility of the company officers, directors and key employees...

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Legacy Planning

Legacy Planning at SCH Financial Group focuses on making sure that your money matters. We recognize that legacy planning is for people who appreciate...

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