Josh Blackwelder

I work with successful individuals, families, business owners, and retirees who have built meaningful wealth and want a clear strategy for managing it well.

As wealth grows, financial decisions often become more complex. Investments, retirement income, taxes, estate planning, charitable giving, and legacy goals can all begin to overlap. My role is to help bring those pieces together into a coordinated financial plan that is clear, intentional, and built around what matters most to you.

I believe sophisticated financial planning should still be easy to understand. Education is a central part of how I work, and I want clients to understand not only what we are doing, but why. Whether we are managing investments, preparing for retirement, coordinating with tax professionals, or planning for the next generation, my goal is to help clients make informed decisions with confidence.

I have also coordinated Financial Peace University courses many times.  Its focus on intentional living, simplicity, and generosity continues to influence how I approach financial planning.

My wife, Alli, and I have two sons, Ben and Teddy. Outside the office, I enjoy reading and spending time with my family, especially at my sons’ baseball games and swim meets.

Ultimately, I believe wealth should serve a purpose: helping you enjoy what you have built, care for the people you love, and leave the legacy you want to leave.