Josh Monroe, CFP®, CIMA®

Josh Monroe

Associate Wealth Advisor

Wealth Advice

Josh is a big picture thinker who listens actively and plans thoughtfully to help clients achieve their most important goals.

Josh joined the Brightworth team in 2019 as a Wealth Planner. Before Brightworth, Josh spent 8 years at a leading insurance and investment firm in a variety of roles including compliance and supervision. Josh is passionate about financial planning and making complex concepts easy to understand.

Josh is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute and taught in conjunction with the Yale School of Management. He is also a Chartered Financial Consultant designee and graduated cum laude from Georgia State University. As a lifelong learner, Josh is continually reading and applying learning from books about leadership, communication, and personal development.

Josh is a member of the fee-only National Association of Personal Financial Advisors (NAPFA). He has been a contributing author to Kiplinger.com and CNBC.com.

Josh and his wife, Danielle, live in Kennesaw with their daughter, Emma. They are active members at Woodstock City Church engaged as community group leaders and foster parents. Josh enjoys running, being outdoors, and playing music and games with his family.


Authored Content

Which Pension Option is Right for Me?

If you are fortunate to have a company-provided pension, you will be faced with one of the biggest decisions you’ll ever make about your retirement – which pension option to choose.

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