Josh Weszka

CFP®, CPFA®, AIF®

Partner

Background

About Josh

Josh prides himself on his ability to connect with clients to help them obtain business and personal success. By navigating his clients down the path to corporate sustainability and financial independence, he is a valued resource to businesses throughout the community. As a double major in Business Administration and Economics from McDaniel College, he has spent his career serving as an ally to the success of his clients. In his spare time, Josh is active in the local community to help organizations from small businesses to corporations gain traction. 

Josh lives and works in Howard County, MD. He is the proud father of two boys, Colten and Ronan. He’s a member at Turf Valley and enjoys golfing in his downtime. He also enjoys vacationing to various destinations, boating, jet skiing, and downhill snow skiing. You can catch Josh cheering on the Caps during hockey season!

Check the background of Josh Weszka on FINRA’s BrokerCheck.

The biggest challenge of running a business is not the hard decisions that need to be made day to day – it’s bridging the gap between business success and increasing personal net worth over time.

Josh Weszka

CFP®, CPFA®, AIF®

Partner

Get To Know Josh

  • Background

    Certified Financial Planner™ Practitioner
    Accredited Investment Fiduciary®
    FINRA Series 7, 6, and 66 Registrations
    B.A., McDaniel College
  • Affiliations

    Co-Chair of the Howard County Tech Council
    Maryland Innovation Center Leadership Team
    Howard County Economic Development Authority
  • Favorite Quote

    “I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.”
    – Jimmy Dean
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