Broker Check

Envoy Wealth ManagementAbout Us

Our FirmGuidance Rooted In Trust, Built On Experience.

Our FirmGuidance Rooted In Trust, Built On Experience.

Envoy Wealth Management was built on a simple idea: financial planning should feel personal. We take the time to understand your goals, your concerns, and your story before we ever talk strategy.

As an Investment Advisor Representative, I am a fiduciary; we're committed to acting in your best interest — always. That means honest conversations, clear recommendations, and a plan you can feel confident in for years to come.

Our Mission"We believe financial planning should help you live intentionally — with clarity, purpose, and confidence in the path ahead."


What Guides UsThe Values Behind Everything We Do.

These principles shape every conversation, every plan, and every relationship we build.


Integrity First

We act in your best interest, always — with honest guidance and transparent recommendations you can trust.


Personalized Guidance

No two clients are the same, and no two plans should be either. We tailor every strategy to your unique goals.


Long-Term Partnership

We're here for more than one conversation. We build lasting relationships that grow and adapt alongside your life.

Our TeamMeet The Advisor Behind Envoy.

Get to know the person guiding Envoy's mission and the clients we serve.

Owner & PresidentDale Hoeflinger

Owner & PresidentDale Hoeflinger

Dale founded Envoy Wealth Management on the belief that every client deserves a plan built around their life, not a one-size-fits-all approach. With years of experience guiding individuals and families through major financial decisions, he brings a steady, personal touch to every relationship.

Clients come to Dale not just for expertise, but for the confidence that comes from working with someone who genuinely has their best interest at heart. His goal is simple: to help you plan with clarity, so you can rest easy knowing your financial future is in good hands.


Broker Dealer

Cetera Investment Services


Serving

Statewide & Nationwide


Direct

(404) 479-8153


Email

dale.hoeflinger@ceterainvestors.com

Contact UsLet's Start The Conversation.

Whether you have a quick question or are ready to talk strategy, we'd love to hear from you. Fill out the form below and a member of our team will be in touch soon.


Visit

2300 Windy Ridge Pkwy, Suite 150-S
Atlanta, GA 30339


Call

(404) 479-8153


Email

dale.hoeflinger@ceterainvestors.com

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