Joshua Orton, CFP^®

Josh is passionate about helping his clients seize unique opportunities to create a brighter financial future. As a Senior Financial Advisor, Josh focuses on helping clients develop comprehensive financial plans and coaching them through the wealth management process. He is an expert in employee benefit plans, cash flow planning, investment management, and retirement planning. Josh is a CERTIFIED FINANCIAL PLANNER™ practitioner and is a licensed general lines insurance agent in Texas. Josh is an accomplished wealth advisor, having spent the last 14 years in wealth management, and he can frequently be seen speaking a various wealth management conferences in Dallas. He obtained a Bachelor of Business Administration degree in Finance from the University of North Texas. When he is not serving his clients, Josh enjoys coaching his kids’ baseball and soccer teams, grilling, and completing home improvement projects. Josh resides in Keller with his wife, Kelsey, and their three children.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes