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As President of Leonard Advisory Group, LLC, Josh leads with a commitment to delivering tailored investment solutions that reflect the unique financial journeys of individual clients and their families. From identifying cash flow needs to implementing proper asset allocation strategies, Josh employs a personalized and intentional approach aimed at serving clients' best interests. His dedication to critical thinking and discipline has fostered long-lasting relationships built on trust and mutual understanding. By empowering clients to thrive financially and navigate complex financial landscapes with confidence, Josh ensures their success in achieving their goals.
Through his popular podcast, "Relax, It's Retirement," Josh delves into the concept of intentional retirement, leveraging the same authenticity and relationship-building approach he shares with clients and his team at Leonard Advisory Group, LLC. Additionally, Josh is a contributing author for Kiplinger.com, a guest speaker on the "Protecting Your Profits" Radio Show, and a host of regular retirement webinars. He has also presented investment strategies at industry conferences, further solidifying his expertise and reputation in the financial advisory field. Josh's academic background includes a dual major in Finance and Political Science from Baldwin-Wallace University, supplemented by a study abroad experience at Hong Kong Baptist University. He holds his securities and life insurance licenses.
Josh grew up in Pittsburgh, PA and resides in St. Joseph, MI with his wife Yana, their children, Eli and Isaac and Layla, a golden retriever. They enjoy volunteering their time and actively support various community fundraisers. Josh is an avid outdoorsman and enjoys competing in bike races and triathlons. In their spare time, they enjoy traveling and spending time with family at Kelleys Island, OH.