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Josh Orton, CFP®

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Josh joins LGT Financial Advisors with over 13 years of experience in the wealth management industry. He holds his CERTIFIED FINANCIAL PLANNER™ certificate in addition to his Series 65 and Insurance licenses. Prior to LGT, Josh held positions as a planner and advisor at TD Ameritrade and other boutique Registered Investment Advisor firms in DFW. As a Senior Financial Advisor, Josh focuses on helping clients develop comprehensive financial plans and coaching them through the wealth management process. Josh obtained a Bachelor of Business Administration degree in Finance from the University of North Texas. When he is not busy helping his clients navigate the complex world of money management, Josh enjoys coaching his kids’ soccer and tee-ball teams, grilling, watching football, and home improvement projects.

Blog Post by Josh Orton, CFP®

Josh Orton, CFP®17 min read

How Much Will I Need to Retire?

At face value, the question of “how much will I need to retire?” seems simple – you ...
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Josh Orton, CFP®7 min read

Roth Conversions: How to De-Tax Your Retirement

Simply put, a Roth conversion is the movement of funds or assets from a tax-deferred ...
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Josh Orton, CFP®7 min read

Retirement Planning Steps You Can Take Today

Retirement is the ultimate goal for most Americans today, and this goal can be daunting ...
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Josh Orton, CFP®3 min read

What is a financial plan? Do I need one?

What is a Financial Plan? The CFP Board (Certified Financial Planner Board of Standards) ...
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