Gulf Coast Financial Advisors

Joshua Null is a financial advisor with Gulf Coast Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Prior to his current role, he worked at Prime Capital Investment Advisors, ProEquities, and New York Life among others. He is the creator and host of an educational radio and podcast program focused on financial topics for pre-retirees and retirees along the Gulf Coast. Gulf Coast Financial Advisors serves individuals, small businesses, trusts, estates, and qualified retirement plans, managing approximately $32.4 million in assets. The firm uses a combination of fundamental and technical analysis, primarily investing in equities and ETFs, and incorporates financial education and client counseling as part of its service offering.

Hi! Thanks for taking a minute or two to read my bio. I formed Equip Financial Partners after over a decade working in wealth management. I realized there is a common theme in the industry. Many advisors say they work with business owners, but what they really mean is that they're ready to swoop in during the last year or two before the owner is ready to sell so they can capture and manage the assets. I prefer to be along for the ride. Most advisors don't do this because there's "no money to manage." I've built my services to focus on the issues that are unique and important to business owners. I understand the business is "the investment." It's also going to have better returns than just about anything you'll find in the stock market. I help owners: • minimize taxes • create an exit strategy • know their "walk-away number" • focus on building transferable value • protect their business value • protect their family and their wealth However, there's a problem that is often faced that prevents owners from handling these matters--They don't understand their business's finances. They know what happened, but they can't look forward and predict what's coming up. Because of this, I've created Equip CFO which offers fractional CFO services. Between these two entities, we are able to handle just about any financial-related question or issue that arises for business owners. So, whether you're ready to sell, looking to grow, or just want to plan more efficiently, we're here to help. Thanks again for reading! I look forward to connecting.