Josh J. Weller, AIF®
Financial Advisor

Josh Weller - Lifetime Retirement Income Planning - West Palm Beach
Josh-Weller-Sustainable-ESG-Investing-Palm-Beach

Josh works with socially- and environmentally-conscious individuals and families,  collaborating to align their investments and values within the context of lifetime asset accumulation and retirement planning. The goal is to help you retire with financial confidence while managing your assets to positively impact in the world—without sacrificing performance.

This focus on Sustainable Investing and ESG factors (Environmental-Social-Governance) is Josh’s way of making a difference and helping like-minded clients do the same through responsible investing.

Another important specialty is consulting corporations on the redesign and creation of 401(k) programs that integrate Sustainable Investing and ESG funds.

SPECIALTIES:

  • Performance-Focused Sustainable Investing (ESG)
  • Lifetime Retirement Planning
  • 401(k) Plan Management with Integration of Sustainable-ESG Funds

Josh serves clients as an Accredited Investment Fiduciary® (AIF®) in every facet of modern investment management and financial planning: Retirement Planning, Tax-Efficient Strategies and Investing, Insurance Planning, Estate Planning, and Corporate Retirement Program Management.

In his personal time, you can find him in a hot yoga studio, hiking trails from The Everglades to the ocean, in a (futile) search for a better golf swing, serving family and friends as an amateur chef, or lounging in a well-chosen beach location. On rare occasions, Josh has done all in the same day!

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Socially-Responsible-Investing-Josh-Weller-Florida-Financial-Advisor
Josh Weller, Board VP, Friends of Arthur R Marshall Loxahatchee National Wildlife Refuge

“My mission is to help clients with tax-efficient planning and investment strategies that ultimately result in financial confidence and freedom in retirement. Combined with my specialization in Sustainable Investing (ESG), we contribute as a force for good for client families and Planet Earth.”

Josh Weller’s Videos

The Sustainable Investing Minute | Video Series

In this series of brief videos, Josh offers education on all facets of aligning your investments with your values through Sustainable Investing and ESG analysis. Starting with the basics, the content evolves gradually into topical subjects and deeper dives.

Josh Weller Interviewed by Solar Wolf Energy Chairman & CEO Ted Strzelecki

Ted Strzelecki, president of Solar Wolf Energy and Forbes and Huffington Post contributor, chats with Josh about the (r)evolution in Sustainable (ESG) Investing. In this highlight video, Ted and Josh cover the key benefits of Sustainable Investing:  performance, positive global impact, investor emotional fulfillment, and more. Thank you to Ted and his team for the invitation and conversation.

Josh Weller’s Posts

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How to Integrate ESG and Sustainable Fund Choices into 401(k) and Other Retirement Plans

By Josh Weller | December 16, 2020

Josh Weller on ESG in 401k Plans: Financial advisor Josh Weller, based in Palm Beach County, FL and specializing in Sustainable-ESG Investing, discusses the important subject of offering ESG fund choices in 401(k) plans. With the backdrop of climate change, social responsibility issues, the corporate sustainability movement, and the huge asset flow into ESG, if…

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Difference-Between-Traditional-and-Roth-IRA

The Power and Flexibility of the Roth IRA

By Josh Weller | September 19, 2020

Josh takes a break from Sustainable Investing to describe the primary differences between the Traditional and Roth IRA. The focus is on the benefits and flexibility of the Roth IRA—possibly the most powerful retirement planning tool for most investors. TRANSCRIPT: Hey, it’s Josh Weller here. It’s Roth IRA Awareness Month at Cary Stamp & Company,…

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Sustainable-ESG Investing

The Power of Now — A More Fulfilling Approach to Planned Giving

By Josh Weller | March 11, 2020

Highly-Rated Sustainable-ESG Assets Offer the Comfort of Having a Constant Positive Impact. The purpose of creating a Planned Giving strategy at any level of wealth is to formalize, in a tax-efficient manner, your desire to give back to the entities and causes that are close to your heart. It’s a noble process that has positive…

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Sustainable ESG Investing Performance

Debunking the Big Myth About Sustainable/ESG Investing

By Josh Weller | January 16, 2020

Today, we dispel the decades-old myth that performance must be sacrificed when investing responsibly in Sustainable/ESG assets. This myth rises again and again like Freddy Krueger in a horror movie, and, like Freddy, the myth should be laid to rest. Sustainable ESG Investing Performance Below, we share four graphs comparing the performance of broad indexes…

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Donor-Advised-Funds

Launch a Legacy of Tax-Efficient Giving with a Donor Advised Fund

By Josh Weller | November 28, 2019

Considering charitable giving on a larger scale? A Donor Advised Fund is your simplest, least expensive, and most tax-efficient option. In brief, a Donor Advised Fund serves as your own tax-advantaged, donor-controlled philanthropic fund. The fund can be established easily through a broker-dealer, your financial advisor, or if you have a specific charity in mind,…

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MEET THE TEAM:
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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West Palm Beach, FL | Sustainable-ESG Investing | Financial Advisor - Josh Weller

Socially Responsible investing involves the exclusion of certain securities for nonfinancial reasons. This may result in the investor forgoing some market opportunities that may have been available to those not subject to such criteria. There is no guarantee that any investment goal will be met.