LEARN MORE ABOUT Josh Smith

Senior Financial Advisor

Josh's Bio

Since early childhood, Josh has always had a desire to help others better understand their finances. He is dedicated to helping clients have peace of mind when it comes to their retirements. He takes a holistic approach to planning by looking at clients’ complete financial picture, including their risk tolerance, taxes and income diversification.

Josh is a native of Louisville and has a Bachelor’s and Masters in Mechanical Engineering from the University of Louisville Speed School. Josh originally started working in the Financial Services industry in 2005, and a series of life events lead to his path to Strategic Wealth Designers in 2018.

Josh lives in Floyds Knobs, Indiana, with his family. He and his wife, Emily, have three children together (two boys and a girl). When he’s not at work or his kids’ various sports activities, Josh enjoys running.

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