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HOW WE WORK FOR YOU

Independent CFP® Financial Planning

Only 25% of Advisors are Certified Financial Planners™

The CFP® mark indicates a Financial Advisor has completed further education & training in all core areas of Financial Planning.

Certified Financial Planner™

One-On-One Attention

We work one on one with you and your family, giving you the attention you deserve to make the most of your financial life.

Delivering Real Value

Data-driven, process-oriented, & people-centered. Clients deserve more, so more is what we give.

Focusing on Relationships

Transparency builds trust. Trust builds relationships. Our relationships are all we have, right?

 

FOUNDER & WEALTH ADVISOR

Josh Elmore, CFP®

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Josh is a Certified Financial Planner with a passion for helping others achieve the most in their financial life.  With a creative spirit and desire to make complex problems solvable for his clients, he started Plan Wealth Creative in 2021.  

A Chicagoland native, Josh is now a transplant to the fast growing Sarasota, FL area with his wife, Mary.  While he misses much about back home (mainly the people and the pizza), he wouldn't trade the move he and his wife made to sunny Florida.

As a former collegiate lacrosse captain and lacrosse coach, Josh understands that dynamic teams of talented people move clients forward more than any one individual.  For this reason, Josh leverages additional expertise from CPA's and Attorneys to ensure value beyond investments is delivered to clients.

"Our desire is to have a significant and purposeful impact in the lives of our clients. At Plan Wealth Creative, we are with you and for you and we hope to meet you soon to help you plan intentionally and live fully along your wealth journey!"

- JOSH ELMORE, FOUNDER

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FINANCIAL TIPS TO YOUR INBOX

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OUR SERVICES

Serving You Where You Are

Retirement

Retire with confidence, pursue your passions, reduce stress, and sleep well knowing that creative solutions are working hard for you, always.

Wealth Building

The Millennial Wealth Builders program exists to help a younger generation of wealth management clients access professional & personal advice from a Certified Financial Planner™

Divorce Planning

Divorce can be one of the most painful & difficult experiences in a person's life. We work to ease financial concerns and give you clarity & confidence before, during, & after your divorce.