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Joshua M

Series 65

Hendersonville, NC

Mutual Advisors, LLC

Joshua Miller is a Series 65-licensed advisor with Mutual Advisors, LLC in Hendersonville, NC. He has been with Mutual Advisors since 2026 and has prior experience working with Mitchell CPA PLLC and BGW CPA. Outside of financial advising, he previously worked with Hospice of Henderson County. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm uses a combination of active and passive strategies and offers operational flexibility through multiple platforms and third-party tools.

Annuities Options & derivatives strategies
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