Hosler Wealth Management Employee Directory

Financial ServicesArizona, United States11-50 Employees

We specialize in helping retirees and widows make smart financial decisions.

We invite you to experience the difference of consultative Financial Planning & Tax Planning with a financial professional who has experience and knowledge in both fields.

Our combined tax and financial strategies can help you protect and preserve your wealth. Check out our website and come visit us in person.  Attend one of our educational workshops, or come in for a complimentary second opinion. Either way, when you experience our knowledge, competence, and great customized solutions, you will want to stay.

Prescott Office: 700 S Montezuma St, Prescott, AZ 86303
Scottsdale Office: 7400 E Pinnacle Peak Rd Ste 100, Scottsdale, AZ 85255

Investment advisory services are offered through Mutual Advisors, LLC DBA Hosler Wealth Management, a SEC registered investment adviser. Securities are offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies. Fixed insurance products and services are not offered through Mutual Group. These services are offered separately as independent insurance agents. Tax preparation and accounting services are offered independently through Hosler Wealth Management Tax Services. Any tax advice provided by tax professionals under Hosler Wealth Management Tax Services is separate and unrelated to any advisory or security services offered through Mutual Group. CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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