An Advisor You Can Count On

Meet Josh Hohenstein

After multiple combat tours to Iraq & Afghanistan, walking over 400 miles and knocking on over 5,000 doors to build his practice, to innovating as an entrepreneur by co-founding a tax planning firm, to sharpening his skills with financial and marketing certifications, and putting his marketing ideas to the test at Harvard University - he knows a thing or two about getting the mission accomplished.

Army Combat Veteran

Josh served for 10 years in the United States Army Infantry, deploying to combat 3 times.

Financial Advisor

Josh has 8 years of experience as a financial advisor, money guide, and behavioral coach.

Business Consultant

Josh is an entrepreneur with businesses focused on both tax reduction & marketing.
Focused. Dedicated. Disciplined.

18 Years of Leadership

Josh was thrusted into a ground combat leadership position at the age of 18 and has never looked back. Over the last 18 years he has moved on to increasingly difficult roles across in the financial services and entrepreneurial industry, always with a focus on helping people get to where they want to go.

Servant Leadership

Josh believes in a servant leadership style that focuses on answering the question: "How Can I Help You Accomplish This?"

Authentic Approach

Josh always says there's only "one version" of his personality which means you can always trust him to be honest & upfront with you.

A Guide Built To Help You Overcome Challenges

Battle-Tested Grit

Josh knows what it means to set long-term goals, how easy it is to get off track, and what can come up along the way. He has a vision for his future very early on in life and never gave up on it. His perseverance resulted in a highly decorated and adventurous 10-year career in the armed forces. 

Over 300 Patrols

By the time he was 23 years old, Josh participated in over 300 patrols while leading over 30% of them and has been in over 100 direct combat engagements in Iraq & Afghanistan.

Every Leadership Award

While serving as a non-commissioned officer, Josh was awarded every award for leadership the Army offers, including the coveted Sergeant Audie Murphy Award.

There When You Need Him Most

An Awarded Public Servant

In 2017, when the flood waters began to rise in Houston, Texas as Hurricane Harvey uprooted the city - Josh remained. During the storm, he and a boat operator risked their lives to rescue 8 police officers who had overturned their boat in a raging current. Their actions resulted in being awarded the Public Service Award for Life Saving by the Houston Police Department in February 2018. During the next 8 months, Josh led veteran-based non-profit Team Rubicon's Texas recovery efforts until coming back full time to financial services, and Rethink Wealth.

Helping Texans

Proving the value of veteran disaster involvement and working alongside Texas Land Commissioner George P Bush, Josh helped veteran-led disaster recovery non-profit Team Rubicon earn a seat at the Texas Division of Emergency Management's Operations Center, helping Texans get assistance faster during crisis.

Leading Volunteers

During post-Harvey recovery Josh nearly doubled the strength of the veteran-led volunteer force and personally led the some of the toughest disaster recovery options in the last 20 years of disasters in the State of Texas.

"Financial Planning Didn't Come Easily For Me.."

Not easily at all, in fact a lot of things didn’t come easily to me in my life..

I wasn’t a victim or disadvantaged anymore than your average joe, but I had to work for everything I’ve accomplished..

I learned to take the road less traveled early on in life and quickly realized it was the only road that would ever lead me to where I wanted to go..

Like everything else, I learned that the hard way too.

Getting out of the Army was a wake up call..

That I didn’t have it all figured out..

That I definitely thought I was better than I was..

That money worked much differently from what I was taught growing up..

Despite all of the ideas I heard, the schemes I eavesdropped in on were always missing critical elements to work..

Most of it involved doing one financial thing or another, but the biggest a-ha moment I had is when I realized that the majority of Americans seeking financial guidance today, are led astray..

Americans are led astray because of how the industry works..

Unfortunately the industry doesn’t require a doctoral education in order to give someone advice about the things that can impact them for the rest of their lives.. but they should.

The best way to understand the financial services industry is to think about it like a toolbox..

With each financial services firm representing a different tool in the box, designed to do a specific job. 

Makes sense right? 

Okay, cool.

The more I looked into how the world’s financial ecosystems worked, the more clear it became..

No one has it figured out..

Many people will tell you they have it figured out, and that’s where the toolbox comes in..

The companies you hear from regularly about your finances are selling “hammers”, or “drills”, or “screwdrivers”..

Their purpose on this earth is to convince you that all of your financial problems can be solved with their single tool.

But smart people, people who know they can’t always take everything at face value, know this isn’t true..

But they play the game anyway, and instead of focusing on the things they can control, they focus on the things they can’t like market timing, and fund or account expenses..

This plays directly into the industry’s game, and I’m here to tell you that most of the financial information you hear today either isn’t meant for you, or is misrepresented.

Financial products are tools, but you need more than one of them..

My job is to understand the things that are important to you..

To gain insight into how you think and feel about money..

To empathize with your journey, and learn how you got to where you are today..

To show you new or optimized paths to achieving your financial goals..

To make sure you have the right the right time.

To demonstrate that you may get somewhere faster on your own..

But together, we’ll go much further..

If you’re like me, and believe there is a better way then schedule a quick call to connect with me to learn a little more about my philosophy and see if we’re in alignment..

Hope to see you soon.

Josh's Areas Of Focus

Tax Strategies

Implementing proactive tax planning techniques to optimize your financial position and minimize tax liabilities, ensuring you keep more of what you earn.

Financial Planning

Developing comprehensive financial plans tailored to your unique goals, taking into account factors such as retirement, risk, & cash flow.

Investment Strategies

Personalizing investment strategies to align with your financial objectives, risk tolerance, and time horizon to help you grow your wealth.

Exit Planning

Creating a strategic roadmap for business owners to successfully transition out of their business, maximizing value and ensuring a smooth and financially rewarding exit.

Executive Benefits

Crafting specialized benefit packages for executives, including compensation planning, stock options, deferred compensation, and other incentives.

Employee Retention

Designing employee benefit programs and incentives that promote loyalty, engagement, and retention, enhancing the overall satisfaction and well-being of your workforce.

Don't Just Take Josh's Word For It

Here are the things Josh's clients are saying about him.

"I can't thank Josh enough for his help and guidance along my financial journey, he has always been there for me when I needed help."

Joe Snuffy Client Since 2021

It is a paradisematic country, in which roasted parts of sentences fly into your mouth. Even the all-powerful Pointing has no control about

Shams W.Pawel Founder & CEO of XpeedStudio

It is a paradisematic country, in which roasted parts of sentences fly into your mouth. Even the all-powerful Pointing has no control about

Shams W.Pawel Founder & CEO of XpeedStudio

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