Back to Search Favorites List

Joshua Short (CFP®, EA)

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

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs

Additional Information

With over 20 years of experience in financial services, I’m here to guide you toward Financial Independence. As a CERTIFIED FINANCIAL PLANNER® professional and fiduciary, I provide flat-fee financial planning—no sales, no AUM fees, just advice in your best interest.

NAPFA Start Date

April 21, 2025

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.
Submit
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.

Submit

This Office

516 Deerfield Cir. Church Hill, TN 37642 Phone: (423) 534-7759
View
Visit Website