Meet the Team

Josh Kirby

President & CEO

Josh Kirby works with individuals and families across a range of stages: high earners and business owners building wealth strategically, families stewarding multi-generational assets, as well as those growing into a higher level of financial complexity. He specializes in situations where multiple financial decisions intersect and need to be coordinated, not handled in isolation.

As an owner of the firm, Josh approaches his work with a first-principles mindset. He helps clients make sense of tradeoffs and how decisions around taxes, investments, and long-term planning interact in practice. He meets clients where they are while also helping them think through decisions more deeply, especially when the numbers point to a different path.

His focus is on helping clients use their resources intentionally – whether that means growing wealth, simplifying complexity, or gaining the confidence to spend and enjoy what they’ve built. A core part of his role is education and helping clients clearly understand their options and the reasoning behind each decision.

Outside of work, Josh spends a significant amount of time studying investing and businesses, a personal interest that carries into his professional work. He also enjoys reading, time on the lake, crossword puzzles, and following Illini athletics. He holds a degree in Finance from the Gies College of Business at the University of Illinois.