Our Mission
I humanize the financials of businesses by emphasizing friendly, flexible services where people come first.
But, Who Exactly Am I ?
Meet the financial advisor behind your financial blessings:
Utilizing his 13+ years’ experience working with Attorneys, Bankers, Doctors, Hedge Fund Managers, Certified Public Accountants and other advisors in the industry, Joshua offers unbeatable full-service solutions to businesses and individuals by developing strategies for financial success. Shortly after receiving his QFA (Qualified Financial Advisor) designation in 2014, he was considered one of the most successful advisors in the industry. Currently, Joshua Bernard holds the highest designation as the top of the table at the Million Dollar Round Table (MDRT).
Joshua’s success is partially due to his belief that the most important reason for having insurance is to ensure that people are prepared for the unexpected. His philosophy focuses on listening to his clients so he can develop the most effective, pragmatic, and comprehensive financial solutions.