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ABOUT
Helping you...
Reduce taxes
Build a steady income stream
Manage cost-effective portfolios
Equip you and the next generation for Wealth Management & Stewardship
So you can...
Live boldly & generously
As an independent boutique financial planning & investment management company, we lead with the mission of helping families plan intentionally and live fully.
A purpose-driven life is about more than racking up the retirement dollars but exploring the possibilities that come with a healthy and funded retirement.
FINANCIAL PLANNING
TAX OPTIMIZATION
INVESTMENT MANAGEMENT
PERSONALIZED ADVICE
RETIREMENT PLANNING
SERVING CORPORATE INTERESTS
SOCIAL SECURITY TIMING
FOUNDER & WEALTH ADVISOR
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"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
Josh Elmore, CFP® | CKA®
Josh is a CERTIFIED FINANCIAL PLANNER™ with a passion for helping others achieve the most in their life.
With nearly a decade of experience in the financial services industry, the growing conviction was upon him, that he would navigate away from the agenda of a Fortune 500 Wealth Management firm and launch his independent firm, Plan Wealth Creative.
Now, as an independent advisor, Josh works directly for clients with no quotas, minimums, or corporate bureaucracy!
A Chicagoland native, Josh is now a transplant to the incredible state of Florida with his wife, Mary. While he misses much about home (mainly the people and the pizza), he wouldn't trade the move he and his wife made to sunny (and FREE) 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 deliver cohesive and reliable professional advice across a clients entire financial picture.
CFP®
The CERTIFIED FINANCIAL PLANNER™ designation is awarded to individuals who have completed the rigorous education, examination, and experience requirements in the field of financial planning.
A CFP® professional is trained to provide comprehensive financial planning services to clients, including investment management, retirement planning, tax planning, estate planning, and risk management. They are held to high ethical and professional standards, and they must undergo ongoing education and adhere to a strict code of ethics to maintain their certification.
CKA®
The CERTIFIED KINGDOM ADVISOR® designation is awarded to financial advisors who are committed to integrating biblical wisdom and principles into their financial planning practices.
CKA® professionals help clients develop a plan for managing their finances in a way that honors God, supports their personal and family goals, and aligns with their spiritual priorities. CKA® professionals are also held to high ethical and professional standards, and they must undergo ongoing education and adhere to a strict code of ethics to maintain their certification.
Education and Background
B.A Business Administration & Finance
Judson University | Elgin, IL
2014
CERTIFIED FINANCIAL PLANNER
Boston Institute of Finance | Waltham, MA
2020
Certified Kingdom Advisor
Indiana Wesleyan University | Marion, IN
2023
