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Joshua Gallogly (CFP®, EA)

Joshua Gallogly focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

My planning practice can provide comprehensive, tax-smart financial guidance for clients approaching or in retirement who recognize the need for expert advice but have no interest in asset management fees. As an independent, fee-only CFP® professional and enrolled agent (EA) of the IRS, I specialize in delivering objective planning and tax strategy through a transparent flat-fee or hourly model. You receive the expertise you need to navigate complex financial questions without being required to move your money, ensuring the advice is always solely in your best interest.

Additional Information

Josh Gallogly, CFP®, EA serves clients who like maintaining full control over their money and offers professional advice on things like reducing their tax bill, investing smarter, and creating retirement income. I live in Grandview Heights, Ohio with my wife, Meridith, and our daughter, Claire, where we embrace the adventure of parenthood and enjoy planning family meals. In my spare time, I enjoy being active outdoors, listening to music, and working on the occasional home improvement project.

NAPFA Start Date

December 13, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

970 Northwest Blvd. Columbus, OH 43212
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