ABOUT Hoskins Wealth Management

Hoskins Wealth Management is a family owned, independent, fiduciary financial advisory firm serving the Greater St. Louis metropolitan area. With over 60 years of combined experience serving individuals and group plans, Hoskins Wealth Management is proud of our independence and track record.

As independent financial advisors, we are not beholden to shareholders or some arbitrary board of directors. We are proud fiduciaries, who work solely in the best interests of our clients. We offer sound advice, personalized to your specific needs, concerns, and tolerance for risk utilizing the entire marketplace of investment options.

OUR VISION

Our mission statement is simple and will be echoed throughout this website and our meetings together:

To educate, empower, and advise our clients with tailored financial solutions, placing a strong emphasis on risk management, cost reduction, and lifetime income.

We are keenly aware that it is essential, especially in these fast-paced and volatile times, that the client/advisor relationship is built on trust and teamwork. That is why we adhere to the highest standard of care. All financial planning services will be delivered in accordance with the following:

  • Put the client’s best interests first
  • Act with due care and utmost good faith
  • Do not mislead clients
  • Provide full and fair disclosure of all material facts
  • Adhere to a code of ethics that reflects our commitment to help clients achieve their life goals
  • Disclose and fairly manage all material conflicts of interest

We’ve created this website with you in mind. As lifelong learners ourselves, our goal is to help you gain a better understanding of the fundamental concepts behind investing, retirement planning, insurance, annuities, and wealth preservation. With easy access to timely articles, market analysis, financial calculators, and direct links to the most important websites for your financial lives, it is our hope that you take full advantage of these resources and visit us often.

EDUCATION

Our goal is to help you gain a better understanding of the fundamental concepts behind investing, retirement planning, insurance, annuities, and wealth preservation.

EXPERIENCE

We make a point to disclose all costs and fees up front.

PLANNING

We coordinate your financial, legal and accounting needs with a team of highly stable and trustworthy organizations, all of whom contribute their own specific advantage for your benefit. Each partner plays a precise, focused role in the success of your financial future.

RISK MANAGEMENT

Our investment philosophy is deeply rooted in a diversified and dynamic approach that adapts to changing market conditions. We present our advice and portfolio management recommendations in the most cost-efficient way possible.