Hi, I’m Josh.

I founded my own independent financial advisory firm in Decatur, to help professionals and families, just like mine, enjoy today while intelligently planning for tomorrow.

According to the WSJ, only 2% of financial planning firms are truly independent, working as fiduciaries for their clients, under a purely fee-only compensation model (i.e., no commissions). We are among the 2%.

The other 98% of financial planners typically require new clients to have a minimum of $250,000 in assets. They make commissions off of selling products (like mutual funds or insurance). That’s not me. My goal is to provide the best advice possible, in order for your family to grow towards your goals.