Brad Hoge

Brad Hoge is the owner of McCrate Wealth Management, LLC where he has the privilege of overseeing and leading the wealth management team. His primary responsibilities include business development, portfolio management, and crafting comprehensive planning solutions tailored to meet clients' needs. Brad specializes in financial planning solutions with a focus on tax-sensitive investing and estate planning, bringing a deep understanding of taxes and their impact on investments. His passion lies in designing portfolios and developing strategies that best address the complex financial planning needs of clients.

With over 16 years of experience in the financial services industry, Brad has honed his experience and obtained the Series 6, 7, 63, and 65 securities licenses, along with the State of Ohio insurance license. His academic journey began at the University of Cincinnati, where he graduated with a Bachelor of Business Administration degree in Finance and a minor in Business Entrepreneurship.

Brad lives in New Knoxville with his wife, Krista, and their three children - Connor, Caleb and Courtney.  Outside of his professional life, he serves on the board of the Shelby County United Way, is actively involved at the First Church of New Knoxville, and volunteers as a coach for his children's youth sports teams.  In his free time, Brad enjoys golfing, reading, and spending quality time with family and friends.