Joshua Wilcoxson

Josh brings over 19 years of experience in financial services and a deeply personal approach to wealth management. A CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary^® (AIF^®), he is committed to helping individuals and families make confident, informed decisions through thoughtful planning and clear, actionable guidance. Josh’s fiduciary mindset ensures that his clients’ best interests always come first.

With a broad background in retirement planning, investment strategy, and holistic wealth management, Josh believes true financial planning extends beyond numbers. It starts with trust, takes shape through understanding, and becomes powerful when aligned with a client’s values and long-term goals. He remains actively engaged in continuing education to ensure his advice is grounded in today’s dynamic financial landscape.

Josh lives in Pueblo, Colorado with his wife, Heather, their daughter Magnolia (Nola), and their rescued labradoodle, Fannie. Outside of work, he enjoys live music, comedy, golf, camping, and volunteering with Junior Achievement. He also coaches Nola’s soccer team and is an active member of a local book club. Josh believes in creating balance – both in life and in finances – and brings that same philosophy to every client relationship.