Josh Potter is an experienced financial advisor with 28 years of helping individuals and families build, manage, and preserve wealth. He specializes in personalized portfolio design, retirement planning, and tax-efficient investment strategies, taking a disciplined, client-first approach.
Raised in the Northwest, Josh developed a strong appreciation for hard work and long-term planning. He also brings coaching experience that reflects his commitment to mentorship, leadership, and helping others achieve their goals.
Known for his straightforward communication and focus on education, Josh ensures clients understand both the strategy and purpose behind financial plans. Outside of work Josh spends his time fishing, hunting, exploring wild places, and spending time his wife and three kids.