Joshua Spencer

As a Firm Principal, Josh Spencer brings a leadership approach shaped by his experience as a U.S. Army veteran and his deep commitment to purposeful, relationship-driven wealth management. He focuses on designing and implementing clear, actionable investment and retirement strategies that help clients pursue the lifestyle and long-term goals they aspire to achieve and maintain. With a strong emphasis on aligning financial strategies with each client’s values and convictions—including faith-based and Biblical Responsible Investing—Josh works closely with individuals, families, and business owners to provide guidance that is personal, practical, and centered on long-term clarity and direction.