Josh Packman

With every client, I take the time to understand your unique starting point, your vision for the future, and the milestones you hope to achieve along the way. Together, we’ll create a personalized financial plan that reflects your goals, needs, and priorities—while building a relationship based on trust and shared purpose.

“Finances should be a source of empowerment, not anxiety. My goal is to help you navigate your journey with clarity, confidence, and peace of mind.”

I was born and raised in St. Louis, Missouri, which has given me a deep love for this city and the people who call it home. For my higher education, I earned my degree at the University of Missouri–Columbia, where I studied Personal Financial Management Services.

My decision to become a Wealth Advisor was shaped by a story my father once told me. Years ago, after attending a client’s funeral, he was thanked by the client’s children for making it possible for their father to retire and live free from financial stress. That moment stayed with me, inspiring me to carry on the same legacy of guiding others toward financial peace of mind.

Outside of advising, I enjoy playing guitar, camping, working out, and doing just about anything outdoors. My wife, Allison, and I are the proud parents of Eliza, Otto, and JJ. Family is the most important thing to me, and I extend that value to my work—considering my clients part of my extended family. Every time I welcome a new client, my family tree grows.