Our Team

The person behind
your financial future.

Michael Bosman, Founder & Principal Advisor
Founder & Principal Advisor
Michael
Bosman
Registered Investment Adviser · Owner

Michael Bosman is the founder, owner, and principal advisor of Bosman Wealth Management, an SEC-registered investment adviser based in Redlands, California. He brings more than 25 years of experience in investment management and financial planning, including earlier roles at Morgan Stanley and LPL Financial, before launching his own firm to put clients’ interests first.

As a fiduciary advisor, Michael is committed to objectivity, transparency, and genuine care for each client’s financial well-being. His guidance is personalized and comprehensive, covering investment management, wealth building, and retirement planning. He works with clients across the United States.

Education, Credentials, and Community Leadership
  • BBA, University of San Diego
  • MBA, University of St. Thomas
  • Chartered Market Technician (CMT) charterholder
  • Former adjunct professor, University of Redlands, overseeing a student investment program
  • Past President, Rotary Club of Redlands
  • Past Rotarian of the Year, Rotary Club of Redlands
  • Board Member, Redlands Police Community Foundation
Local Roots. Trusted Advice.
Registered Investment Adviser Fee-Only Fiduciary 25+ Years Experience
What Drives Us
Principles we never
compromise on.
Objectivity
Our advice is never influenced by commissions, quotas, or outside pressures. Only your goals drive our recommendations.
Transparency
We explain every recommendation clearly, so you always understand the logic and feel confident in your plan.
Simplicity
Great outcomes rarely require complicated strategies. We keep your plan straightforward, focused, and effective.
Partnership
We consider ourselves long-term partners in your financial life — not one-time advisors.
Registration & Licensing
Areas of Focus
Let's start a
conversation.