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Palm Trees

ABOUT

Misson

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.  

Real Value, 
Customized 
FINANCIAL PLANNING
TAX OPTIMIZATION

INVESTMENT MANAGEMENT

PERSONALIZED ADVICE

RETIREMENT PLANNING

SERVING CORPORATE INTERESTS

SOCIAL SECURITY TIMING

Services
Our Clients

FOUNDER & WEALTH ADVISOR

Josh Elmore, CFP®

Elmore_Josh 2 (3).jpg

"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 is a CERTIFIED FINANCIAL PLANNER™ with a passion for helping others achieve the most in their financial life. 

With nearly a decade of experience in the financial industry, Josh utilizes his creative spirit and desire to make complex problems solvable for his clients. 

 

After tiring of working on the agenda of a Fortune 500 Financial Services company, Josh developed the conviction that he needed to break away to focus more on his clients agenda and his Christian faith, so he launched Plan Wealth Creative in 2021.

A Chicagoland native, Josh is now a transplant to the incredible state of Florida 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 (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.

Josh Elmore, CFP Anchor
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