Josh Morales

Financial Advisor

Josh Morales

Financial Advisor

Do you fall into one of these situations?

If so, you are in good company and we can help.

Had a Major Life Event?

Unsure About Your Advisor?

Wondering About Fees?

Need a Financial Plan?

About Financial Advisor Josh Morales




Josh grew up in a working class family in Kansas City, working through high school and college to help pay for his Jesuit education at Rockhurst.  After graduating, he spent 12 years in the non-profit sector in organizational leadership and finance, most recently as an Executive Director for the Boy Scouts of America.  Josh has served as a fiduciary, financial planner for 3 years and is mission driven to help those who work hard to achieve success.

Josh met his wife Sarah 20 years ago while working as a lifeguard at the local YMCA.  Sarah is an educator and math coordinator, tasked with helping fellow teachers convey mathematical concepts to students more productively.  Together, they are very busy with their 2 teenage daughters who are actively involved in volleyball, drama and competitive dance.  

Fiduciary Protection

We provide fiduciary protection, which means we work in the best interest of our clients. 


Rockhurst University

Certifications and licenses

Series 65

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Contact Information

Toll Free



Office: (913) 498-8898                          Cell: (816) 203-0854 


(913) 498-8897


Office Address

4811 W. 136th Street                            Leawood, KS 66224

Office Hours

Monday          9AM-5PM

Tuesday          9AM-5PM

Wednesday    9AM-5PM

Thursday        9AM-5PM

Friday              9AM-3PM

Saturday         Closed

Sunday            Closed