About
Joshua F. Ely
Private Wealth Advisor and President of Integrate Wealth Management — guiding individuals and families through complex wealth decisions.
The Story
The advisor who shows up after success
Joshua Ely built his career around a question he heard again and again from people who had worked hard, built something significant, and found themselves standing at a threshold they hadn't quite prepared for: What do I do now?
That question rarely arrives at a convenient moment. It shows up in the weeks after a business sale closes, in the quiet after a parent's estate settles, or on the first Monday of a retirement that took thirty years to earn.
Money is a tool. The question is never whether you have enough — it's whether you have enough clarity about what you're building it toward.
Philosophy & Approach
Joshua approaches every client relationship with the same conviction: financial decisions are never purely financial. They are decisions about family, legacy, purpose, and identity. His role is not to manage anxiety or chase performance — it's to help people develop the clarity they need to make decisions they can stand behind.
That philosophy is reflected in his work, in his writing, and in the way he structured his book, You're Rich. Now What? — a guide built not for people trying to get rich, but for people who already have and need help figuring out the rest.
Areas of Focus
Joshua brings particular depth and experience to clients navigating liquidity events and business exits, inheritance and multigenerational wealth transitions, executive compensation and concentrated equity positions, 401(k) rollovers and retirement transitions, and planning for individuals who have recently reached financial independence.
Integrate Wealth Management
As President of Integrate Wealth Management, Joshua delivers planning, investment management, and ongoing advice as one coordinated relationship — built around the people he serves, not a product shelf.
Work With Joshua
Ready to bring clarity to your financial picture?
A conversation with Joshua begins with your situation — not a pitch.