W. Michael Lofley, CFP®, CPA/PFS, EA

W. Michael Lofley is a Financial Advisor in our Stuart, Florida office. Prior to joining HBKS Wealth Advisors, he worked in tax, alternative investments, and wealth management in various capacities. Michael leverages his experience to help our clients reach their financial goals through financial planning, tax mitigation, and wealth protection strategies.

Michael earned a Bachelor of Business Administration (BBA) in Accounting from Florida Atlantic University in 2009. He is a CERTIFIED FINANCIAL PLANNER™, a Certified Public Accountant/Personal Finance Specialist, and he holds the enrolled agent designation from the IRS. Michael is also a member of the American Institute of Public Accounts, Florida Institute of Public Accountants, and Martin County Estate Planning Council.