Joshua Wilson is a Certified Plan Fiduciary Advisor (CPFA) and Accredited Asset Management Specialist (AAMS) professional with Raymond James. He holds MBA degrees in both Finance and Economics from Liberty University, where he graduated summa cum laude in each program.

As a financial advisor, Josh has built his practice around serving tech and sales executives and other high-earning professionals, helping them navigate equity compensation, variable income, and the unique planning challenges that come with high-growth careers. He focuses on getting to know each client personally and walking alongside them through the investment process, providing straightforward, comprehensive advice that's uniquely tailored to their specific goals. Whether that's building toward early financial independence or making sense of a complicated compensation package, Josh is passionate about helping his clients achieve what's important to them. Building genuine relationships with his clients is what he values most in his work.

Originally from South Africa and England, Josh now lives in Newberg, Oregon, with his wife, Ellie, and their son, Waylon. A former Division 1 tennis player and team captain, Josh played competitive tennis for 15 years, facing off against some of the best players in the world at both the junior and collegiate levels. Outside the office, he loves to hike, camp, ski, and be involved in his local church and community. He enjoys playing nearly every sport he can find time for, and travels the world whenever the opportunity arises.