Book a Call

Brad Hoffman, CPA

Tax Advisor

I have 20+ years of experience in the financial and accounting industries, which allows me to serve as an advocate for my clients. I specialize in providing exceptional service by getting to know each person on an individual level and treating their situation as if it were my own.

I earned both my Bachelor of Science in Accounting and my Bachelor of Science in Business Management from Shepard University. I also am a Certified Public Accountant and have extensive training from The Partner Institute.

Without question, the personal relationships I have developed over the years are what I cherish the most about what I do. Working with great people fuels my passion for the work I do in the financial industry. My focus is on our growing relationships and creating the best client experience possible.

My family is the most important thing in my life. I live on a small farm in Frederick County with my wife and our two sons. When we’re not busy on the farm, I have the pleasure of coaching both of my boys’ baseball football teams. When football and baseball are over for the season, we enjoy riding our four-wheelers, hunting, fishing, and spending time with family and friends.

Back to Team
Are You on Track to Reach Your Financial Goals?
Every step of your financial journey matters. At D&S Wealth Management Group, we’re here to help you navigate life’s challenges and opportunities with thoughtful strategies and personalized insights. Let’s work together to create a financial plan that aligns with your goals and priorities.
Book A Call
Your Financial Goals, Our Priority.
At D&S Wealth Management Group, we provide strategies to simplify the complexities of financial planning. Let’s work together to create a plan that supports your goals and long-term vision. Let’s work together to create a financial plan that aligns with your goals and priorities.
Let's Talk
Start Your Financial Journey with Confidence
Every decision matters. At D&S Wealth Management Group, we provide thoughtful insights and a collaborative approach. Let’s create a financial plan that reflects your values and long-term aspirations. Let’s work together to create a financial plan that aligns with your goals and priorities.
Get Started Today

Stay Informed, Stay Ahead.

Sign up for our mailing list to receive valuable insights, updates, and ideas that can help you make informed financial decisions and plan with confidence.

Sign-Up

D&S Wealth Management Group, LLC (DSWMG) is a registered investment advisor located in North Potomac, Maryland.  DSWMG and its investment advisor representatives are in compliance with the current filing requirements imposed upon state-registered investment advisors by those states in which DSWMG maintains clients. DSWMG may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.   Additional information, including our services, advisory fees, and other helpful disclosures, can be found in our Form ADV Part 2, which is available upon request or on the SEC’s website here.

Investment advisory services are offered through DSWMG. Insurance services are offered through D&S Insurance Solutions, LLC.  Accounting and tax services are offered through Deleon & Stang, CPAs and Advisors.

Dislcosures

©D & S Wealth Management All Rights Reserved 2025

powered by Illuminated Advisors

Join Our Mailing List

Subscribe to our mailing list for practical financial insights, updates, and resources to help you stay on top of your financial journey.

Skip to content