With over a decade in the wealth management industry, Josh works with business owners, medical practitioners, and sales professionals – helping them clarify their financial goals.
Josh is a Chartered Financial Consultant and also holds the CFP® and Wealth Management Certified Professional designations. Josh’s passion for financial planning was inspired by his father: growing up, their conversations centered around the Bible and investing.
Josh and his wife, Grace, are based in Cedar Rapids with their two children, Eliza and Judah. Outside of the office, Josh enjoys cooking with his wife, visiting his father on his hobby farm, playing golf with friends and clients, and training for Spartan races while listening to business and history podcasts.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
