Josh Wolberg, CFP®, RICP® Great River Financial

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About Josh Wolberg, CFP®, RICP®, MBA

I am the President and Founder of Great River Financial. Prior to becoming an advisor in 2007, I spent 9 years combined in software development and corporate finance. I serve clients as the Lead Financial Planner and Investment Manager for Great River Financial. I also teach as an adjunct instructor at Minnesota State University in Edina, MN where I help other Financial Advisors pursue the CFP® Designation.

I am from Wall, South Dakota. My wife Amy and I moved to the Twin Cities in 1999 and live in Eden Prairie with our three children and rescue dog. I enjoy being active and love traveling, hiking, running, and am a veracious listener of non-fiction audiobooks. I dive deep into multiple complex subjects to seek wisdom about living a meaningful and happy life and share this wisdom with others to help them pursue the same.

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Recently Published

Announcing Great River Financial

September 10, 2021

A new brand and firm to serve you better combining the economies of scale of a large firm and the flexibility of a small firm.

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Overview of Great River Financial

July 16, 2021

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Value of an Advisor and Pricing

July 15, 2021

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Ideal Clients

  • Baby Boomers
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • Assets Under Management: 0.50%

SEC Records

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