The Hoerner Planning Group, LLC

Overview

The Hoerner Planning Group, LLC is a national financial advisory firm headquartered in Middleburg, Virginia, offering comprehensive financial planning and investment services. They provide both discretionary and non-discretionary investment management services, as well as financial planning services including estate planning, business succession planning, concentrated stock planning, and retirement planning. Their investment approach encompasses a wide range of asset classes, including fixed income, equity, real estate, private equity, and venture capital, catering to various stages of investment from seed to distressed situations. The firm focuses on a diverse set of industries, such as technology, healthcare, consumer goods, energy, financial services, real estate, manufacturing, retail, telecommunications, media, transportation, utilities, education, agriculture, and hospitality. Their investment sizes range from $1 million to $50 million, reflecting their capacity to engage in both smaller and larger scale investments. The Hoerner Planning Group emphasizes a client-centric approach, aiming to build long-term relationships by providing personalized financial strategies tailored to individual client needs. They are committed to delivering high-quality financial advice and investment solutions, leveraging their extensive experience and expertise in the financial advisory sector. Their services are designed to help clients achieve their financial goals, manage risks, and navigate complex financial landscapes effectively.