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Josh Monroe, CFP®, CIMA®

Wealth Advisor
Josh is a big picture thinker who listens actively and plans thoughtfully to help clients achieve their most important goals.

ABOUT JOSH

Josh joined the Brightworth team in 2019 as a wealth planner. Before Brightworth, Josh spent 8 years at a leading insurance and investment firm in a variety of roles including compliance and supervision. Josh is passionate about helping his clients and making complex financial concepts easy to understand.

Josh is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute and taught in conjunction with the Yale School of Management. He also holds the Chartered Financial Consultant designation and graduated cum laude from Georgia State University.

As a Chartered Special Needs Consultant designee, Josh works with families with special needs and understands the unique planning challenges they face. Through deep dialogue and thoughtful planning, Josh helps families develop a financial strategy tailored to the unique needs of their loved ones.

Josh is a member of the fee-only National Association of Personal Financial Advisors (NAPFA). He has been a contributing author to Kiplinger.com and CNBC.com.

Josh and his wife, Danielle, live in Kennesaw with their daughter, Emma and son, Tyler. As a foster and adoptive family, they have welcomed more than 10 children into their home. They are active members at Woodstock City Church engaged as community group leaders. Josh enjoys running, being outdoors, and playing music and games with his family.