Josh Branham, APMA®

Hello! 👋🏼 I'm Josh, a dedicated financial advisor with a wealth of expertise spanning seven years in portfolio and wealth management. I specialize in providing comprehensive financial planning guidance to a diverse set of clients, including professional athletes.

I excel in developing estate strategies in conjunction with legal experts to provide seamless asset transfer, establish legacies, and safeguard wealth. I also collaborate closely with CPAs to ensure your  investments are tax-optimized to align with your financial goals.

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Lexington, Kentucky

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How Josh works with clients
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“My approach to financial discussions has always been rooted in a proactive mindset. I kick off conversations by highlighting the importance of planning and pinpointing opportunities to elevate an individual's financial position during the planning stage.”

Learn more about Josh

How can I help?

Estate & Trust Planning

PRESERVATION OF YOUR LEGACY
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible to help ensure the security and preservation of a client's legacy for future generations.
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Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
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Succession Planning

ESTABLISH YOUR BUSINESS SUCCESSION PLAN

Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.

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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to grow and protect their wealth, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Monthly recaps on financial markets. Stay in the loop with Josh.

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Get to know Josh

Specializing in estate and tax planning, Josh serves as a trusted financial advisor with over 7 years of experience. His expertise lies in guiding business owners, executives, and physicians to strategically prepare for retirement, optimize taxes, and efficiently transfer assets. Josh takes pride in fostering enduring client relationships, comprehending their requirements, and delivering customized solutions. Outside work, he plays golf and loves spending time with his family.

Connect with Josh:

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CONNECT WITH Josh

Book a 30-min introductory call with Josh.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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Schedule a call today