How we began
Our founder, Bruce Hosler, is passionate about helping people prepare successfully for their future. This stemmed from a lesson he learned in his youth that he has not forgotten.
Bruce grew up in a small Southern Utah town of about 3,500 people. As the oldest of six children, he served a mission for his church at age 19 in Uruguay. He saved and paid his own way for that trip, thinking he would be able to go to college afterward with the help of his parents. While on that mission, Bruce served as the mission financial secretary and discovered his love and aptitude for financial planning.
Upon returning home, his father pulled him aside and presented him with $200. “That’s for college….sorry, that’s all we’ve got”.
At that moment, Bruce had no idea if he would be able to get to college. Fortunately, he did and at the same time, vowed to do everything he could to prepare financially and avoid financial mistakes for the rest of his life. It was a powerful lesson he has never forgotten.
With the help of a federal Pell grant and a lot of work on the side, Bruce graduated with a business degree. He later started an exterior construction firm in San Jose and grew it to over $4 million in revenue and 40 employees. But he found the construction industry frustrating since the weather could literally rain on his ability to keep his firm on schedule.
He decided to make a total career change, moved his family to Prescott, Arizona and started his career in the tax and financial world.
Fast forward to today…Bruce has been joined by family members and other equally passionate associates, and Hosler Wealth Management has been helping people retire successfully for more than 22 years. For the last three consecutive years, 2018, 2019, and 2020, the firm has been named to the Forbes Best in State top advisors list for Arizona.*
Best of all, Bruce continues to get to do what he loves, every day.
The secret to the firm’s success? According to Bruce: “It’s not just our business. It’s our calling”.
*The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available