The Hoerner Planning Group, LLC

Christopher Hoerner is a financial advisor at The Hoerner Planning Group, LLC with nine years of industry experience. He holds the Series 65 designation and previously worked at Avenir Corporation and Third Avenue Management. Outside of his advisory role, Mr. Hoerner serves as a Director of Stream-It, a startup that designs and markets a white-label Free Ad-Supported TV platform. The Hoerner Planning Group provides comprehensive wealth advisory services to affluent families and related entities, focusing on long-term, strategic asset allocation with selective tactical adjustments. The firm manages approximately $1.5 billion in assets and often employs Independent Managers with a value-oriented investment approach.

Victor Cunningham is a CFA® charterholder with four years of industry experience. He has worked at The Hoerner Planning Group since 2024 and previously spent over a decade at Third Avenue Management. The Hoerner Planning Group provides wealth advisory services to affluent families and related entities, focusing on long-term, strategic asset allocation with selective tactical adjustments. The firm manages approximately $1.5 billion in assets and typically implements portfolios through Independent Managers employing value-oriented, concentrated strategies.

Sarah Albritton is a CFP® professional with eight years of industry experience, currently serving at The Hoerner Planning Group, LLC since 2011. She is based in Middleburg, VA and is part of a four-advisor team. The Hoerner Planning Group provides comprehensive wealth advisory services to affluent families and related entities, offering financial planning, consulting, and both discretionary and non-discretionary investment management. The firm follows a long-term, strategic asset-allocation approach, managing approximately $1.5 billion in regulatory assets with a focus on value discipline and concentrated strategies through Independent Managers.

Henry Hoerner is a financial advisor at The Hoerner Planning Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2006. Outside of his advisory role, he serves on the boards of several private companies involved in real estate development, distribution, and affordable housing, and acts as a trustee for multiple client trusts. The Hoerner Planning Group provides comprehensive wealth advisory services to affluent families and related entities, emphasizing a long-term, strategic asset-allocation approach. The firm manages approximately $1.5 billion in assets and typically implements portfolios through Independent Managers who follow a value discipline and hold significant personal capital alongside clients.