Josh Klinger believes that wealth isn’t a privilege. Individuals and families must make consistent, conscientious financial decisions and exercise patience. He also believes pursuing financial stability is a team sport. As your wealth advisor, Josh will coach you through pivotal financial decisions, help you prepare for the future, and plan for the unthinkable.
Josh was raised in Dayton, OH. He earned his bachelor’s degree in psychology from Kenyon College, where he was also a student-athlete. After college Josh obtained his law degree from the Charleston School of Law. He moved to Knoxville, TN in 2012 to work in the athletics compliance office at the University of Tennessee. After the unexpected loss of his father and the handling of his estate, Josh began pursuing a career in wealth management. Drawing upon his experiences, Josh believes that everyone is entitled to a financial advisor who will educate, empower and give prudent advice to their clients. Josh feels this profession is more of a calling, rather than a job.
Josh lives in downtown Knoxville, with his dog Cooper.
Josh is easily accessible and ready to assist clients via email email@example.com, phone (865) 226-9982, or by submitting a secure message via the form on this page. Josh is available to meet clients at our Main Office at 6025 Brookvale Lane, Suite 160, Knoxville, TN 37919.
“Some people want it to happen, some wish it would happen, others make it happen.” -Michael Jordan
A few years ago, Josh made a resolution to try new things. Since then he’s ran a half marathon, taken drum lessons, started yoga, traveled the United States and met lots of unique people.
Josh loves meeting new people and spending quality time with friends and family. He enjoys golfing, watching and/or attending sporting events and going to concerts. Josh believes, “Being happy is the most important decision we make each and every day.”
Josh finished runner-up for Leukemia/Lymphoma Society Man of the Year in 2017. He is the co-chair for the 2019 campaign and will be the chair for the 2020 LLS Man/Woman of the Year Campaign. He is active in the North Knoxville Rotary. He is a member of Toastmasters. He also serves on the board for the Autism Society of East Tennessee.