About the author
Joshua F. Ely is a Wealth Advisor and author. With 27 years of experience, he helps clients navigate complex financial decisions involving retirement planning, executive compensation, estate planning strategies, investments, charitable giving, and employee stock options.
Joshua holds the CFP® and CKA® designations. He earned a Bachelor of Science in Industrial Distribution from Texas A&M University.
Joshua and his wife, Yumi, spend time in both the Minneapolis and Nashville areas. They enjoy time with family and friends, music, art, writing, gaming, science fiction, and their grandchildren. Their family attends and serves at Hope UC and is committed to stewarding resources well and helping others.
He is the author of You're Rich. Now What?, which introduces the Exceptional Life Blueprint™ through the stories of real people who turned wealth into meaning.
Areas of focus
- Business exits and liquidity events
- Inheritance and multigenerational family wealth
- Executive compensation and concentrated equity
- Retirement and financial independence transitions
- Legacy, generosity, and stewardship planning
Recognitions
- Five Star Wealth Manager, 2012, 2014–2025
- AdvisorHub Advisors to Watch, under $1 billion, 2022
