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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

Planning Specialties

Financial independence planning, early retirement, equity compensation, tax planning, DIY investor coaching, flat-fee investment management

Additional Information

I reached financial independence myself before launching OptimalPath Advisors — and I built this firm for people on the same path. With over 20 years in financial services and credentials as both a CFP® and IRS Enrolled Agent, I offer financial planning and tax strategy in one place, for one flat fee. No AUM charges, no product sales, just advice in your best interest

NAPFA Start Date

April 21, 2025

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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

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