Josh Wolberg, CFP®, RICP® Great River Financial
- 7500 Highway 55, Ste 225, Golden Valley, MN 55427
- (763) 231-7581
- https://greatriverfinancial.com/
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.
Recently Published
Market Update - What In the World Happened 2022 Q3
November 10, 2022Market and economic update for Q3 2022: - Stocks and bonds have both been down every quarter in 2022. - What drives long-term stock prices? - Will higher interest rates lead to better bond returns in the future? Past performance is not a guarantee of future results. Investment advice offered through Great River Financial, LLC, an SEC-registered investment advisor.
Market Update - What In the World Happened 2022 Q1
May 20, 2022Market and economic update for Q1 2022: - The volatile start to 2022 in historical context. - Will the stock market continue its slide or recover? - How to invest in volatile markets. Past performance is not a guarantee of future results. Investment advice offered through Great River Financial, LLC, an SEC-registered investment advisor.
Announcing Great River Financial
September 10, 2021A new brand and firm to serve you better combining the economies of scale of a large firm and the flexibility of a small firm.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Retirement Planning
- Tax Planning
Ways Advisor Charges
- Assets Under Management
Fee Options
- Assets Under Management: 0.50%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
