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Josh J. Weller
Financial Advisor


I work with socially- and environmentally-conscious individuals, families, business owners, and corporations, providing financial confidence with a performance-focused alignment of investments and planning with their values, beliefs, and causes. This focus on Sustainable/ESG Investing (Environmental-Social-Governance) is my way of making a difference and helping like-minded clients do the same through the responsible use of assets.

As a former business owner, another specialty is business consulting on financial matters such as key person retention, key employee contingency planning, cross-purchase/buy-sell agreements, deferred compensation, succession planning, and 401k and other retirement plan management (with integration of Sustainable/ESG choices if desired).

I serve clients as a fiduciary advocate in every facet of modern investment management and financial planning: Retirement Planning, Tax Strategies, Insurance Planning, Estate Planning, Business & Succession Planning, and Corporate Retirement Program Management. I find reward in helping people in a crucial area of life that can feel confusing and mystifying.

A Princeton graduate, I enjoyed a first successful career as an award-winning president and director of an advertising/design/marketing firm that I founded in Portsmouth, NH and later moved to Boston. That experience brings a wealth of maturity, insight, and perspective to my current work.

I live in West Palm Beach, FL with my partner Julie. We both have adult children from previous marriages, including my daughter, a married hotel executive who lives and works in NYC. I regularly travel back to the Northeast to visit clients and enjoy family, friends, and my favorite places on the coast from Portsmouth to Boston to Cape Cod as well as the region of my youth, the New York metro area. Our firm works with clients throughout the U.S.

In my personal time, you can find me in a hot yoga studio, in a (futile) search for a better golf swing, serving friends and family as an amateur chef, or lounging in a well-chosen beach location. On occasion, I've been known to do all in the same day!

“My passion is to help people in a crucial area of life that can feel confusing and mystifying. My mission is to provide exceptional advice and planning strategies that support clients on the path to maximizing assets and investment income, minimizing risk, planning for contingencies, and achieving and preserving financial freedom.”


Take Advantage of Underutilized Employee Benefits during Open Enrollment

By Andrew Trammell | October 28, 2019

While most people look forward to Thanksgiving during November, it’s important not to gloss over the importance of your Open Enrollment and Employee Benefits packets. For most employees, Open Enrollment occurs every November and means attending a few review workshops and making selections. Reviewing your employee benefits is a crucial step that sets the stage…

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Patrick Thompson
Chief Operating Officer

By Josh Weller | October 16, 2019

Duty, Faith, and Family “In my teenage years, as I was heading out of the house for the evening, my Dad would say ‘Patrick, don’t forget you’re representing our family. Act accordingly.’ It was an upbringing steeped in faith and responsibility, and I’m glad it was. It seems to have turned out well.” Born in…

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State of Florida Employees:
A “DROP” to Benefit From!

By Andrew Trammell | October 15, 2019

An Overview of the Florida Retirement System (FRS) Deferred Retirement Option Program (DROP) If you’re a member of the Florida Pension Plan you have access to a unique retirement benefit that can kick-start your retirement in a positive direction: The Deferred Retirement Option Program (DROP). First things first: check with the FRS to make sure…

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