Terry Hoppmann, AAMS®, operates his independent Kingsview Partners practice out of Powell, Ohio, serving clients throughout the Midwest and beyond. Originally from Dubuque, Iowa, Terry is a University of Iowa Hawkeye. After finishing there, he went on to become an executive in a Fortune 100 company. This has given him valuable insights into the financial concerns of business owners, executives and their managers.
Since 2002, Terry has served as a trusted financial advisor and was recognized as a 2025 Forbes Best-in-State Wealth Advisor in Ohio — his fourth consecutive year earning the honor.* He thanks his branch team for their unwavering support and his clients for putting their trust in them.
A natural problem-solver, Terry has built his career on helping clients bring order to financial complexity. He views each client’s financial picture as a unique and important challenge — balancing short and long-term goals, market dynamics, and evolving personal circumstances. From setting retirement targets to building tax-smart investment strategies, he brings both precision and creativity to every plan.
A Trusted Guide with a Forward Focus
With investing experience dating back to the 1990s, Terry has navigated a wide range of market environments. Today, he pairs that perspective with a commitment to continuous improvement — researching new tools, strategies, and technologies to deliver better outcomes. This blend of time-tested principles and forward-thinking flexibility allows Terry and his team to remain agile, no matter what the market brings.
Clients rely on Terry not just for financial advice, but for steady guidance they can count on through every life stage. His thoughtful, goal-based approach is rooted in long-term relationships and a deep commitment to helping each family build the future they envision.
“I love being a trusted advisor for my clients and their families on all things that can impact their financial health.”
Family Life and Personal Interests
Terry and his wife, Michelle, share a love of music that spans genres and venues. He proudly serves as a trustee for the Columbus Symphony Orchestra. When time allows, you’ll also find him fishing, hunting, playing games of all kinds, or spending quality time with their three children: Wes, Quin, and Jaylee.
*Forbes Best-In-State Wealth Advisors in OH in 2025, 2024, 2023 and 2022, published 1st trimester each year, research by SHOOK Research LLC, data as of June of prior year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.