Joshua is a Partner and Financial Planner and leads the firm’s Private Multi-Family Office service, where he works exclusively with a limited number of high-income families, business owners, and legacy-minded entrepreneurs seeking personalized, sophisticated planning.
With deep expertise in estate structuring, tax minimization, and multi-generational wealth strategies, Joshua helps clients go far beyond traditional investment advice. His clients benefit from coordinated, high-touch planning that integrates investments, insurance strategy, philanthropy, and planning around complex business tractions.
Joshua studied Personal and Family Financial Planning at Kansas State University and carries several advanced designations including CFP®, AEP®, CLU®, and WMCP®. He is also actively involved in philanthropic causes and believes strongly in giving back to the community—both financially and through local volunteer initiatives.
At home, Joshua enjoys life with his wife, Ashley, and their daughter. Outside the office, he’s active in his community, involved in philanthropic causes, and enjoys investing in real estate as part of his own family’s long-term wealth strategy.
Joshua limits the number of families he works with in order to deliver the depth of service, discretion, and responsiveness that high-net-worth planning requires.
Phone: 785.828.4578 | 888.282.8066
Email: Joshua@PayneFS.com