Josh Klinger believes that wealth isn’t a privilege. Individuals and families must make consistent, wise financial decisions and exercise patience over their entire lifetime. He also believes pursuing financial stability is a team sport. As your wealth advisor, Josh will coach you through life’s many financial decisions to 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 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 decided to pursue a career in wealth management. Because of his experiences, Josh believes that everyone is entitled to a financial advisor who will educate, empower, and give prudent advice. Josh feels this profession is more of a calling, rather than a job. Josh lives in downtown Knoxville with his dog Cooper.
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, and traveled the United States.
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 will be the chair for the 2020 LLS Man/Woman of the Year Campaign. He is active in the North Knoxville Rotary, a member of the Toastmasters club, and serves on the board for the Autism Society of East Tennessee.
“Some people want it to happen, some wish it would happen, others make it happen.” -Michael Jordan
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