Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
A team approach adds perspective to all I do in an effort to provide increased benefits to my clients.
Meet the Team
Josh Fleming, CFP®
Wealth Manager | LPL Financial Advisor
I have always valued integrity, structure, and doing what’s right — qualities that naturally drew me to financial planning. Helping others bring order and confidence to their finances gives me purpose...