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Specialties
We take the guesswork out of financial, investment, insurance and tax decisions for business owners and professionals.
Our Family CFO Services approach gives you a plan and ongoing monitoring so you can enjoy financial freedom knowing the complexities of that freedom are in good hands. Josh is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant®, two of the most rigorous industry designations. Josh was born and raised in Baton Rouge and is a graduate of LSU where he studied management, finance, and economics. He and his wife are avid travelers (25 countries and counting!). He is an active member of his church, Grace Life Fellowship where he has worked with the Youth, taught financial stewardship classes, and currently serves on the Missions Committee. He also serves as board member for Front Yard Bikes, a local charity focusing on kids from low-income families.
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Always free for clients.
CRPC, ChFC, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through New Edge Advisors LLC, a registered investment advisor. New Edge Advisors LLC and Goss Wealth Management are separate entities from LPL Financial.