Roffman Miller Wealth Management
Philadelphia Roots,
Enduring Principles
Established in 1990, Roffman Miller Wealth Management began with a clear vision – to serve clients through independent, objective financial guidance. Our founders saw an opportunity to move beyond the traditional brokerage model and work directly for our clients’ interests.
From our Philadelphia headquarters, we’ve maintained this client-first approach for over three decades.
Foundational Growth
1990 Establishment of the firm in Philadelphia
1997 Joined the Charles Schwab Advisor Network, beginning a relationship that continues today
2006 Successful transition to second-generation leadership
Continued Excellence
2022 CNBC Top Registered Investment Advisors
2023 CNBC Top Registered Investment Advisors
2024 CNBC Top Registered Investment Advisors
2025 Opening of our Newtown office location
Present Managing client relationships across 41 states
Throughout our evolution, our core philosophy has remained unchanged – providing disciplined investment management and comprehensive planning through direct ownership of high-quality stocks and bonds.
Today, our leadership team of Bob Hofmann, Paulette Greenwell, and Mark Frombach continues to build upon this foundation, maintaining our independence and commitment to client success.
We take pride in the trust our clients place in us, demonstrated by our longstanding relationships and continued growth through referrals. As we look to the future, we remain focused on our original mission.
