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.