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Josh Orton, CFP®, CEPA®

Josh is an accomplished financial planner with over 14 years of experience in the wealth management industry. He holds his CERTIFIED FINANCIAL PLANNER® designation and is a Certified Exit Planning Advisor (CEPA®), while also maintaining his Series 65 and Insurance licenses. Prior to LGT, Josh held positions as a wealth planner and advisor at other boutique Registered Investment Advisor firms in DFW, and he spent over 9 years in various leadership roles at TD Ameritrade. As a Senior Financial Advisor, Josh focuses on helping clients develop comprehensive financial plans and coaching them through the wealth management process. He specializes in working with business owners and high net worth families. Josh obtained a Bachelor of Business Administration degree in Finance from the University of North Texas. Josh and his wife, Kelsey, live in Keller, TX along with their 3 kids. When he is not busy helping his clients navigate the complex world of wealth management, Josh enjoys coaching his kids’ tee-ball teams, grilling, football, and home improvement projects.

Blog Post by Josh Orton, CFP®, CEPA®

Josh Orton, CFP®, CEPA®2 min read

Uses for a Securities-Backed Line of Credit

Investors seek out capital for a myriad of reasons, and lenders are certainly capable of ...

Josh Orton, CFP®, CEPA®4 min read

Debunking Common Misconceptions of Target-Date Funds & Glide Paths

Target-date funds automatically adjust underlying allocations to less risky investments ...

Josh Orton, CFP®, CEPA®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 ...

Josh Orton, CFP®, CEPA®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 ...

Josh Orton, CFP®, CEPA®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 ...

Josh Orton, CFP®, CEPA®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) ...