Because some things are more important than money
Wealth & Purpose
You don't have to choose between building wealth and living a life of purpose
Are you preparing the money for the kids or your kids for the money?
We offer wealth management services to individuals, families and businesses in all stages of their financial journey.
We utilize a structured four-step engagement process that helps our clients to plan, preserve, and prosper.
Our comprehensive financial services are designed to guide you through all stages of your financial journey.
You do not have to choose between building significant wealth and living a life of purpose. You can enjoy both when you look "Beyond Wealth."
Our ability to connect your wealth and purpose is what sets us apart. Our goal is to meet at the intersection of wealth and purpose and ultimately determine what that looks like for you and your family. This intersection is unique for every family and for each business. We help you clarify that vision, set a path, and have greater impact.
Hostetler Financial, LLC understands on a personal level how family dynamics and personal relationships impact and shape your financial decisions. We take the time to listen to our clients to craft customized solutions tailored to your unique needs.
When people hear words like meaning, purpose, and happiness, they often assume that these concepts are too “warm and fuzzy” or vague to be openly and professionally discussed; especially when it comes to managing their wealth. In our experience, nothing could be further from the truth. When we have a conversation with you, we focus on understanding how you see your wealth contributing meaning, purpose, and happiness to your life. Families stay better connected when they see their wealth and their purpose aligned.
For more than 40 years, Hostetler Financial has built a firm focused on people. As a multi-generational family business, our vision is to impact the lives of every person we serve.
We pride ourselves on remaining a small firm, but we’re also backed by a network of elite firms and financial professionals across the country through Lion Street Financial, our broker-dealer. At Hostetler Financial, we offer the intimate one-on-one guidance you deserve, with the stability and structure you need in an advisor.
This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.