Who IS Josh?
WELL, SINCE YOU ASKED…
As a financial advisor, I help people identify and accomplish their goals. Above you'll see my world; my wife Jess, son Jack, daughters Emma and Clara, and George, our Chocolate lab. We live in Granville, OH, a small town just east of Columbus.
I work with an independent boutique financial advisory firm based in Worthington, OH. We have the resources, talent and strategic partnerships to address even the most complicated planning situations. You can find more information about us at the main site links above.
I enjoy meeting new people, listening to podcasts, traveling (although I don't do much of that at the moment), live music, being outdoors, obviously being with my family, golf, attempts at Crossfit, and visiting craft breweries. I'm also active in the Granville Rotary club where I get to be involved with many great things in my community.
A financial advisory relationship doesn't have to be one size fits all. Some clients only require guidance when they have a specific need, others prefer us to provide them with a comprehensive plan, which they implement on their own, but most of our clients have complex situations that require an ongoing relationship. My goal is to be accessible to anyone, at any stage of their life.
In that light, if you would like to learn more about how we can work together, please check out my service schedule below. If you're unsure of what plan makes most sense, or just have general questions, please contact me here, or call me at 614-431-4328. I'd be happy to chat over the phone or a cup of coffee to answer your initial questions free of charge.
PROJECT - $125/HR - (min. 1 Hr.)
Need to get financially organized but not sure where to start? Need help putting together a budget? Want an objective opinion on if you can really afford that new house? Trying to decide how to best tackle those student loans? Let our team of CFP's do the work for you and you'll only pay for our time.
FINANCIAL PLAN - $500 (one time fee)
Have financial goals? Have a written plan to accomplish those goals? Research shows that you're 80% more likely to accomplish a goal when it's written down, accompanied by an action plan. We have the resources, technology and expertise to help you achieve your life goals.
Investment management (starting at 1% of AUM)
Have a written investment policy? Have credentialed professionals reviewing your investments on a daily basis? Have the resources, time and discipline to manage your life savings in times of volatility? WE DO. We'll work with you to create a low cost investment strategy that aligns with your risk tolerance, time horizon, short and long term goals, and manage it for you on an ongoing basis.