Bruce Hosler – Founder of Hosler Wealth Management

EA | CFP® | CPWA® | AIF® | CEPA®

Bruce, the founder and principal of Hosler Wealth Management, LLC, with offices in Prescott and Scottsdale, brings over 28 years of experience to the table.  He serves pre-retirees, retirees and widows, and business owners with a strong commitment to using advanced tax strategies to help them move toward a tax-free retirement while helping to preserve their wealth.  Bruce is credentialed as an Enrolled Agent, CERTIFIED FINANCIAL PLANNER® professional, and Certified Private Wealth Advisor (CPWA®) and as a Certified Exit Planning Advisor (CEPA®), he is uniquely qualified to help business owners prepare for retirement, ensuring financial security and peace of mind as they transition to this new chapter in life.

He is the author of the book MOVING TO TAX-FREE™  Strategies for Creating Tax-Free Retirement Income and Tax-Free Lifetime Legacy Income for Your Children. Bruce holds a Bachelor of Science degree from the University of Phoenix and has a rich background in media. He has shared his insights as a speaker at events hosted by the Arizona Society of CPAs and the Prescott Area Commercial Realtors Group. Additionally, Bruce hosts the Protecting and Preserving Wealth Podcast and the Moving To Tax-Free TV Show™, where he shares valuable knowledge on tax and financial strategies. He was featured on Fox Business Network’s Spotlight TV with Tom Hegna, discussing his new book, MOVING TO TAX-FREE™.

For seven consecutive years, Forbes has recognized Bruce as one of the Best-In-State Wealth Advisors in Arizona. He is also proud to have been named a Chairman’s Level advisor for 2024, a distinction achieved by just 4 percent of advisors affiliated with Commonwealth Financial Network, based on annual production. Each year, Commonwealth recognizes these top advisors by inviting them to an exclusive gathering with their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience aimed at enhancing their expertise, sharing best practices, and providing higher levels of service, education, and leadership to their clients. In 2025 Hosler Wealth Management was awarded the Forbes’ Best-In-State Wealth Management Teams in Arizona.

Outside of his professional accomplishments, Bruce leads a fulfilling life. He resides in Scottsdale and Prescott, Arizona, with his wife, Laura, and cherishes spending time with family. In his leisure time, Bruce is an avid golfer who appreciates the challenges, beauty, and tranquility that golf courses offer.