Joshua Styrcula (CFP®, CIMA®)

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

  • Alternative or Private Investments
  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Josh is a Partner at AdvicePeriod. He focuses on improving clients’ lives by providing strategic, innovative and holistic advice. For over a decade, Josh has combined technology and sincere passion to deliver an unmatched client experience. 

Additional Information

Josh served in the Ohio Army National Guard for 9 years. He was deployed overseas twice and provided relief during Hurricane Katrina. While serving, he graduated from Wright State University where he majored in financial services. He is a CFP® professional and a CIMA® designee.  Josh lives with his wife and three sons in Mason, Ohio where he is an active member of the community. In 2012, he co-founded Young Professionals at Austin Landing, a nonprofit organization dedicated to advancing young professionals. He was recognized as one of Dayton’s Top 40 under 40 in 2013.

NAPFA Start Date

March 17, 2017


This Office

9145 Governors Way Ste B Cincinnati, OH 45249-2037 Phone: (513) 504-1803