Chief Executive Officer | Managing Partner
Josh is the CEO and founding partner of Aletheian Wealth Advisors. Josh focuses on guiding successful families, with...
01. Our Story
We created Aletheian Wealth Advisors to best serve families with the most complex estate planning and asset management needs.
02. How We Serve
We put you first, always. We are a multi-family office model that serves as a fiduciary with truth and transparency in an industry not always known for that.
03. Why Aletheian?
You will benefit from the highest level of advanced wealth planning and intelligent investment management.
We help clients conceptualize the notion of a “family enterprise,” and guide you to create
a lasting legacy that defines your personal values, mission, and vision for coming generations.
TAKING YOU FROM COMPLEXITY TO CLARITY
Advanced Financial Planning
We are purposefully built to best serve families with the most complex balance sheets and estate planning needs.
Smart, Tailored Investment Management
We invest your capital as intelligently as possible, with a focus on lowering costs and increasing tax efficiency. We maximize what is available to you and the people and causes you care about.
Comprehensive Family Office Services
We set ourselves apart as trusted advisors who look out for your family in all aspects of your financial life.
