Even though Josh is someone we trust with our money, he's more than a financial advisor — he's a friend and a partner. When our dog passed away, he called to see how we were doing. We feel safe and financially secure with Josh and the F5 team managing our finances and portfolio.

We originally sought out a financial advisor because we inherited stocks that needed to be managed, but as our advisor, Josh has done so much more for our financial planning. One of us is retired from the U.S. Army, and there are various items related to that retirement that Josh has taken care of. Josh manages our retirement planning, works with our CPA to do a projected tax assessment to help reduce our tax liabilities, and helped us set up a living will and trust for our kids. We have a blended family, so we wanted to make sure that when we pass, our kids would be able to easily access our accounts without having to go through probate. We know that when we're gone, Josh will be able to give our children the information they need to make sure assets are transferred to them.

Even though Josh is someone we trust with our money, he's more than a financial advisor — he's a friend and a partner. When our dog passed away, he called to see how we were doing. We feel safe and financially secure with Josh and the F5 team managing our finances and portfolio.