A Firm with History, Constantly Growing and Evolving for You

Woita & Associates is comprised of a team of career professionals

The firm traces its beginnings back to Paul Woita beginning as a one-man firm offering insurance services to small businesses and individuals, before expanding to offer investment services. Since partnering with David Hopkins, Woita & Associates has grown into an independent financial planning firm, adding business and retirement planning to our list of services.

As the team has grown, both David Hopkins and Justin Zoromski have advanced into important roles within the company, each bringing a strong background in financial, business, and investment planning to the Woita & Associates team, as well as a passion for serving clients exceptionally well.

Banner photo credit: Tim Abraham

How is Woita & Associates compensated?

Woita & Associates is compensated for consulting services by recurring transparent client fees.

Inspirational Quote

The IRS allows you to deposit up to $5,500 per year to your IRA if you're under the age of 50 and $6,500 per year if you're over 50.

Source: https://www.irs.gov/Retirement-Plans/Plan-Participant,-Employee/Retirement-Topics-IRA-Contribution-Limits

- IRS