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Josh A
CFP®, ChFC®, Series 63
Lexington, KY
Context Financial LLC
Josh Ackerman is a CFP® and ChFC® with 15 years of experience in financial advising. He is the principal of Context Financial LLC, an independent firm he founded in 2006, and has served as an instructor in the Finance & Quantitative Methods program at the Gatton College of Business and Economics since 2019. In addition to his advisory work, he holds a license as an independent insurance agent and occasionally offers related products to clients. Context Financial LLC serves individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes mutual funds, ETFs, annuities, and insurance-related products, employing a long-term investment approach guided by modern portfolio theory. Trades are mostly executed on a non-discretionary basis, requiring client approval.
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