A complete list of active advisors currently associated with Brett Josey Wealth Management LLC

Warmer can help you find a great advisor at Brett Josey Wealth Management LLC or one who fits your needs even better.

Brett Josey Wealth Management serves a small group of individual and entity clients — including individuals, trusts and estates, charitable organizations, family limited partnerships and limited liability companies — and reports two investment advisor representatives. The firm provides discretionary investment management along with estate planning and financial planning services to its clients. BJWM’s investment approach is fundamentals-driven and long-term, with a primary focus on large-cap equities supplemented by a “core” of index funds or ETFs and a “plus” sleeve of individual large-cap securities or actively managed mutual funds; fixed income selections emphasize quality and are generally held to maturity. It offers two distinct service tracks — a High Net Worth offering (originally for clients with $5,000,000 or more of investable assets) and a Core Plus offering (for clients with $500,000 or more) — and tailors allocation and the balance between core and plus holdings to each client’s goals and risk tolerance. Compared with many peers, BJWM manages a relatively large pool of assets across a very small client base (reported $142,609,391 under management as of 12/31/2025 across 23 clients), and it has grandfathered pre-existing clients into its original HNW fee schedule. The firm does not sell commission products, operates on discretionary authority only, and recently changed its proxy policy (effective March 1, 2026) so that clients receive and vote proxy materials directly rather than having the firm vote on their behalf.

To learn more about the advisors currently working at Brett Josey Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.