Josh Wolberg
CFP®, RICP®, MBA
Great River Financial
President and Lead Financial Planner
Josh Wolberg
CFP®, RICP®, MBA
Great River Financial
President and Lead Financial Planner
I help people get more life in the years leading up to and throughout their retirement. - Josh Wolberg, CFP®, RICP®, MBA
Fee-Only financial planner located in Golden Valley, MN, serving clients locally and across the country
Josh Wolberg is a Minneapolis, MN fee-only financial planner located in Golden Valley and serving clients in the Twin Cities area and nationwide. Great River Financial provides comprehensive financial planning and investment management to help retirees and near retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Josh Wolberg is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Josh Wolberg is the President and Founder of Great River Financial located in Golden Valley, MN.
Prior to becoming an advisor in 2007, I spent 9 years combined in software development and corporate finance. I serve clients as the Lead Financial Planner and Investment Manager for Great River Financial. I also teach as an adjunct instructor at Minnesota State University in Edina, MN where I help other Financial Advisors pursue the CFP® Designation.
I am from Wall, South Dakota. My wife Amy and I moved to the Twin Cities in 1999 and live in Eden Prairie with our three children and rescue dog. I enjoy being active and love traveling, hiking, running, and am a voracious listener of non-fiction audiobooks. I dive deep into multiple complex subjects to seek wisdom about living a meaningful and happy life and share this wisdom with others to help them pursue the same.
Josh Wolberg is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We specialize in helping you turn your accumulated retirement investments into reliable tax-efficient retirement income.
You need a clear strategy to generate reliable income in retirement so you can feel confident to focus on the things that matter rather than worrying about your investments. Some people can find it difficult to transition from an accumulation mindset to enjoying what they have saved. The goal is for you to get to the point where you stop putting off things you want to do that you can afford. Our approach is based on evidence from academic research combined with years of experience helping people transition to retirement. It’s summed up well by paraphrasing the serenity prayer: accept things you cannot control; courage to control the things you can; and wisdom to know the difference.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Social Security Claiming Strategies
- Tax Planning
- Investment Management
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Growing Families
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Josh Wolberg is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Josh Wolberg is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Josh Wolberg is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Josh Wolberg is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Josh Wolberg is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
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Josh Wolberg is on Faculty at Dalton Education
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Josh Wolberg is a Guest Author on Praexis Business Labs Blog: "How can you afford college?"
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Josh Wolberg is Featured on Plan Advisor as Part of the Channel Financial Team Named 2014 Retirement Plan Adviser of the Year Finalist
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Josh Wolberg Orchestrated a Book Club withthe Finanical Planning Association of Minnesota
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Josh Wolberg is Mention on FPA Minnesota: "FPA Book Club: Learning Instead Of Overloading"
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Josh Wolberg is on Faculty at Minnesota State University at Mankato
Contact Josh Wolberg
Office Locations:
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7500 Highway 55
Suite 225
Golden Valley, MN 55427
