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William Hoffman — Bitcoin & Digital Asset Financial Advisor

Last updated November 20, 2025

Director – Financial Planner

CFP®CBDA℠
Barrington Hills, IL

About William Hoffman

William Hoffman is a financial advisor based in Barrington Hills, IL. Their work includes traditional wealth management along with Bitcoin focused planning.

Many clients want to understand how Bitcoin fits within a broader financial or retirement plan.

William Hoffman is a dedicated Director and Financial Planner at Edelman Financial Engines, where he leverages his extensive expertise to guide families through their financial journeys. With a strong commitment to building lasting relationships, William focuses on creating personalized financial strategies that align with his clients' goals and aspirations. His approachable demeanor and deep understanding of wealth management allow him to simplify complex financial concepts, making them more accessible for those he serves.

Throughout his career, William has honed his skills in financial planning and investment management, earning him a reputation for excellence in the industry. His qualifications include a Certified Financial Planner™ designation, which underscores his commitment to providing fiduciary-level advice and tailored solutions. William's thoughtful approach has enabled numerous families to navigate their financial landscapes with confidence, ensuring they are well-prepared for both current needs and future opportunities.

Outside of his professional pursuits, William enjoys spending quality time with his family and engaging in a round of golf, which reflects his belief in maintaining a balanced and fulfilling life. His passion for helping others extends beyond the office, as he values the relationships he builds within his community.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CBDA℠

Why You Can Trust William

Verified credentials and professional qualifications

Professional Credentials
CFP®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

24+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Barrington Hills, IL and surrounding areas

Firm Affiliation

Edelman Financial Engines

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify William's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

4257753

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

When you speak with William Hoffman, you may want to ask questions like: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

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Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Important Disclaimer: William Hoffman is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.