Joshua Brooks (CFP®, M.Div.)
Joshua Brooks focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Charitable Giving
- Estate & Generational Planning Issues
- Federal Employees
- Generation X
- Millennials
- Alternative or Private Investments
- Charitable Giving
- Estate & Generational Planning Issues
- Federal Employees
- Generation X
- Millennials
Planning Specialties
Military & Veteran Financial Planning With over 20 years of military service, including deployments as an Army Reserve Chaplain, Joshua Brooks understands the unique financial challenges that service members, veterans, and their families face. He provides specialized guidance on military benefits, VA disability compensation, Thrift Savings Plan (TSP) management, and transitioning to civilian financial life, ensuring a smooth and secure financial future. Retirement & Financial Independence Planning Exponential Advisors helps clients create strategic, tax-efficient retirement plans that align with their long-term goals. Whether preparing for traditional retirement or seeking early financial independence, Joshua develops tailored plans that maximize income streams, optimize Social Security benefits, and protect wealth for future generations.Additional Information
Joshua Barrett Brooks founded Exponential Advisors LLC, a fee-only financial planning firm dedicated to helping Army veterans, business owners, and forward-thinking investors achieve financial independence. With over 20 years of military service, including deployments as an Army Reserve Chaplain, Joshua has firsthand experience navigating the financial complexities veterans and their families face. He aims to provide transparent, fiduciary financial planning that aligns wealth with purpose and long-term security. Joshua specializes in investment management, retirement planning, tax-efficient strategies, and digital asset integration, offering a modern approach to wealth management. His deep understanding of Bitcoin, blockchain, and financial technology allows him to guide clients through traditional and emerging investment opportunities. As a fiduciary financial advisor, Joshua prioritizes client education, ensuring that every individual he works with feels empowered and informed. His approach is rooted in trust, transparency, and impact, creating a personalized experience beyond numbers to help clients build lasting wealth. When not advising clients, Joshua enjoys studying theology, economic trends, and history. He also enjoys spending quality time with his wife and four children in Weatherford, Texas. Schedule a consultation today and take the next step toward financial clarity and confidence.NAPFA Start Date
February 19, 2025
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