Speaking
Invite Joshua to speak
Joshua F. Ely helps audiences replace financial anxiety with clarity — with the frameworks from “You're Rich. Now What?”, 27 years of advising executives and families, and stories from the rooms where the hardest money decisions get made.
Signature Talks
Keynotes drawn from the book
Every talk is tailored to the audience, and each one ends with something the room can act on the same week.
You Didn't Work This Hard to Get It Wrong
Financial success creates its own complexity — and unmanaged complexity becomes dangerous. Joshua walks audiences between the two ditches of senseless accumulation and frivolous consumption, and makes the case for the Radical Middle.
- The three complexity traps that follow every financial win
- Why more money often produces less clarity
- A standard for making high-stakes decisions under pressure
The Clarity Snapshot™
Most people have never seen their entire financial life on a single page. This talk introduces the Four Cornerstones — Income, Financial Position, Assets, and Protection Planning — and what changes when overwhelm becomes a picture.
- The four cornerstones of a complete financial picture
- The gaps that hide when the picture stays scattered
- A one-page exercise attendees can complete that week
Wealth With a Purpose
A talk about what wealth is actually for — purpose, generosity, and legacy — and how families and leaders build a financial life that reflects their values rather than their fears.
- How to name what your wealth is for before strategy begins
- What multigenerational stewardship looks like in practice
- How generosity changes the way families make decisions
Equity, Exits, and Once-in-a-Lifetime Decisions
For executives and founders: the compensation and liquidity decisions that only come around once, and the costly patterns Joshua has watched repeat for nearly three decades.
- The RSU, option, and deferred comp mistakes that cost the most
- What to decide before a sale or IPO — not after
- How to assemble and lead the right advisory team
Formats
Ways to bring Joshua in
Keynote
45–60 minutes, tailored to your audience and event theme, with Q&A.
Workshop
Half-day or 90-minute working session where attendees build their own Clarity Snapshot™.
Fireside chat or panel
Moderated conversation or panel seat on wealth, exits, executive comp, and legacy.
Virtual session
Remote keynote or team session for distributed organizations.
Who He Speaks To
Built for rooms full of complexity
- Corporate and executive leadership events
- Industry conferences and association meetings
- Business owner and entrepreneur groups
- Private family and multigenerational gatherings
- Faith-based and philanthropic organizations
- Financial advisor and professional development events
Why Joshua
A practitioner, not a pundit
Joshua F. Ely is a Private Wealth Advisor and President of Integrate Wealth Management. 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.
- 27 years advising executives, founders, and high-net-worth families
- Private Wealth Advisor and President of Integrate Wealth Management
- Author of “You're Rich. Now What?”
- CFP®, AAMS®, APMA®, CKA®
- Forbes Best-in-State Wealth Management Teams, 2023–2026
- Five Star Wealth Manager, 2012, 2014–2025
How Booking Works
Simple, three steps
01
Send the details
Share your date, audience, format, and what you want the room to walk away with.
02
A short call
Joshua or his team talks through fit, themes, and logistics — no pressure either way.
03
A tailored talk
The content is shaped to your audience, and Joshua arrives prepared for your room, not a generic one.
Speaking Inquiry
Check date & availability
Share your event date, audience, and format, plus what you want the room to walk away with. Joshua or his team will follow up to talk through fit and logistics.
Prefer email? Reach the team at joshua@joshuafely.com or call 615-567-3569.