Why Joe Hosler Loves What He Does: Helping People Find Confidence in Their Financial Future

Why Joe Does What He Does

Joe’s love for investing started early. “I’ve been trading stocks and doing investing since I was a kid,” he shared. Though he began his professional life as an engineer, Joe realized he needed something more. Engineering projects, with their clear start and end points, left him wanting more variety and challenge. He found his answer in the ever-changing world of investing.

“The investment world is constantly evolving and changing. It’s a job that continues to challenge me every day,” he said.

But Joe’s work isn’t just about finding the best investment strategies—it’s about helping people. When he and his partners started their firm 11 years ago, they had a bold goal: to change how people invest. Instead of pushing products that benefited the seller more than the buyer, Joe’s firm focuses on guiding people through financial decisions with less fear and more confidence.

“It’s about helping people get a more optimal return, with a little more comfort and a lot less fear,” Joe explained.

The Moments That Matter Most

For Joe, it’s the personal stories that make his work so fulfilling. One memory stands out in particular. Joe described a widow who came to his firm for help. She relied on a marital trust for income but felt powerless because the trustees controlled the money.

“She was 65 years old, and I remember her calling me, crying, because the trustees were trying to limit what she could do with her own money,” he recalled.

Joe and his team stepped in, doing extra work to give her the knowledge and confidence she needed to take control. Over time, she gained full control of her finances. “It wasn’t about us managing the money,” Joe said. “It was about helping her find her financial strength and the freedom to do what she wanted. That’s the kind of work I fall in love with.”

For Joe, these moments are what make everything worth it. “It’s about helping people who are capable but might not know how to reach their goals. We use our expertise to help them get there.” 

What Keeps Joe Going

Joe’s drive to help people isn’t just a part of his work—it’s the reason he built his business. He doesn’t want to grow the firm just for profit. For him, growth is about making a bigger impact.

“We’re not growing just for growth’s sake,” he said. “I want to help as many people as possible move away from the product sales side of investing and feel more comfortable managing their wealth.”

Joe also values the team he’s building. “It’s one thing for my partners and me to share this mission, but as we bring in more people who share that same desire to help, it makes it more fun and rewarding.”

The Role of Technology

Joe’s work wouldn’t be possible without the right tools. He credits Orion, a technology partner his firm has used since the beginning, with helping him stay focused on his clients. By automating tasks like trading, compliance, and reporting, Orion lets Joe spend more time connecting with clients and solving their problems.

“Every day, we have to change and adapt,” he said. “Orion’s constant improvement of its platform helps us get better outcomes for our clients and makes my life easier.”

Looking Ahead

As Joe thinks about the future, he’s excited about the difference his firm can make, especially as the next generation inherits wealth. He knows that navigating markets and managing money can be overwhelming, but he’s ready to help.

“We’re seeing some strong traction,” Joe said. “I think we’re entering a period where our solutions will be even more in demand. It’s exciting to think about how we can help more people feel confident in managing their wealth.”

Whatever Your Why, Orion Can Help

At the end of the day, Joe’s “why” is simple: helping people. Whether it’s empowering someone to take control of their finances or creating strategies that reduce fear and uncertainty, Joe’s work is all about making lives better. His story reminds us that when you focus on helping others, success follows naturally. As Joe said, “It’s about doing better for the client every day and moving forward.”