Peter Hofmann, CFA

I began working as a market and stock analyst on Wall Street in the 1980s and then had a 25-year career in banking and insurance. Today I try to help people make better decisions about money. I write about personal finance and volunteer as a financial literacy coach and tax preparer.

I selectively accept paid financial advisory engagements; to do this I formed Fieldmark Advisors.

Fieldmark Advisors

Fieldmark Advisors is a registered investment advisor providing financial planning and investment advisory services. This means I have fiduciary duty to my clients – a legal and ethical obligation to put their interest ahead of mine.

I am the firm’s Managing Member and a CFA charterholder. I am subject to the Code of Ethics and Standards of Professional Conduct (pdf) of the CFA Institute.

Important Disclosures

Advisory services are offered through Fieldmark, LLC; a registered investment advisor domiciled in the State of New York. Advisory services are only offered to clients or prospective clients of Fieldmark, LLC in New York, or in other jurisdictions as permitted by law.

You can access our regulatory filing including our privacy policy (Form ADV Part 2) here (pdf).

This website is solely for informational purposes. The information on this website does not constitute financial advice. No advice may be rendered by Fieldmark, LLC unless a client service agreement is in place. When investing, past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.

Fieldmark, LLC provides links for your convenience to websites not produced by us. Accessing websites through links directs you away from our website. Fieldmark, LLC has not independently verified information on third-party websites, and does not necessarily approve of or endorse the information provided.

Contact Information:
Peter Hofmann
(914) 315-9613