W. Michael Lofley, CFP®, CPA/PFS, EA

Michael Lofley is a financial advisor with HBKS® Wealth Advisors in Stuart, Florida. With a strong foundation in taxation, wealth management, and financial planning, Michael brings thoughtful, experienced guidance to individuals and families seeking to make informed financial decisions. He specializes in turning complex financial matters into clear, practical strategies that align with each client’s unique goals.

As a Stuart-based financial planner, Michael takes a measured, analytical approach to planning, combining technical expertise with a deep understanding of each client’s personal situation. Whether it’s reducing tax exposure, protecting wealth, or planning for retirement, he is dedicated to helping everyday people feel confident about their financial future.

Michael is committed to professional excellence and continuous learning. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant/Personal Finance Specialist (CPA/PFS), and an Enrolled Agent (EA) with the Internal Revenue Service. He is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), the Florida Institute of CPAs (FICPA), and the Martin County Estate Planning Council.

He earned his Bachelor of Business Administration in Accounting from Florida Atlantic University in 2009.