Josh brings a light-hearted and focused discipline to the financial planning process to help clients achieve their hopes and dreams. Josh’s main goal is to help clients plan for and eventually enjoy a retirement where they can live their best life. For almost three decades, Josh has acquired the skills necessary to advise clients in goal-setting, education planning, career transition, debt management, retirement planning, tax efficient savings strategies, retirement income planning, tax-smart distribution strategies, investment management and research, stock compensation, risk management and insurance, estate planning and wealth transfer, and charitable giving.

Josh lives in Wake Forest with his wife and three girls. When he’s not hard at work, you can find him spending time with family, golfing or attempting to play guitar.

Josh earned his Bachelor of Science in Finance from James Madison University. He is a Chartered Mutual Fund Counselor™(CMFC) and continues to pursue industry-wide education on a daily basis because the learning never stops.

Learn more about Josh at JoshHederick.com.