Fee-Only · Fiduciary · Independent

Trusted advice.
Exceptional
outcomes.

Michael Bosman and the team at Bosman Wealth Management provide objective, independent investment guidance focused on one thing: your financial future.

Our Services →
Bronze bull statue in front of a stock exchange
"We think that goals are more easily achieved by consistently making good decisions over long periods of time." — Michael Bosman, Founder
25+
Years Experience
Fee-Only
Zero Commissions
Fiduciary
We Always Put You First
$0
Hidden Fees, Ever
Our Method
Three principles.
Every client. Every time.
01
Independent & Objective
We charge a percentage of assets under management — not commissions. Our incentives are perfectly aligned with yours.
02
Your Goals First
We take the time to understand your unique situation, risk tolerance, and aspirations before offering any recommendations.
03
Relentlessly Low Fees
Lower expense fees mean higher returns for you over time. This is the cornerstone of how we select every investment.
What We Offer
Comprehensive financial
guidance — simplified.
01
Investment Management
Model-based portfolio management, proprietary earnings surprise screening, and investments built around your cash flow objectives.
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02
Wealth Management
Wealth building and transfer strategies, cash flow analysis, 401(k)/403(b) plans, and equity compensation guidance.
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Ready to take the
next step forward?