Broker Check
Joshua Baer, CFP®

Joshua Baer joined the Private Wealth Industry in 2009. First working as a Client Service Associate, Josh discovered the positive impact he could have on the lives of others and made a commitment to building strong relationships and educating those around him on how to live a financially confident life. 
 
Today Josh works with a wide array of clients, ranging from recent college graduates to retired individuals, and is known for his ability to customize investment solutions to meet their specific needs. His areas of expertise include retirement planning, asset management and estate planning strategies.