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Joshua L
CFP®
Bloomfield Hills, MI
JMG Financial Group Ltd
Joshua Lanesky is a CFP® professional with five years of experience at JMG Financial Group Ltd and a total of 15 years in the financial industry. His prior work includes nine years at Plante Moran and one year at NCS Construction. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial consulting. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers tax consulting, private investment fund advisory, and held-away account management features.
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