Josh Monroe

CFP®, CIMA®, ChSNC®

Brightworth, LLC

Wealth Advisor

Josh Monroe

CFP®, CIMA®, ChSNC®

Brightworth, LLC

Wealth Advisor

I partner with my clients to build confidence on the financial side of their lives so that they can focus on and enjoy the other aspects of their lives. - Josh Monroe, CFP®, CIMA®, ChSNC®

404-857-1098

Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country

Meet Josh Monroe

Josh is a big picture thinker who listens actively and plans thoughtfully to help clients achieve their most important goals.


Josh Monroe joined the Brightworth team in 2019 as a wealth planner. Before Brightworth, Josh spent 8 years at a leading insurance and investment firm in a variety of roles including compliance and supervision. Josh is passionate about helping his clients and making complex financial concepts easy to understand.

Josh is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute and taught in conjunction with the Yale School of Management. He also holds the Chartered Financial Consultant designation and graduated cum laude from Georgia State University.

As a Chartered Special Needs Consultant designee, Josh works with families with special needs and understands the unique planning challenges they face. Through deep dialogue and thoughtful planning, Josh helps families develop a financial strategy tailored to the unique needs of their loved ones.

Josh is a member of the fee-only National Association of Personal Financial Advisors (NAPFA). He has been a contributing author to Kiplinger.com and CNBC.com.

Josh and his wife, Danielle, live in Kennesaw with their daughter, Emma and son, Tyler. As a foster and adoptive family, they have welcomed more than 10 children into their home.  They are active members at Woodstock City Church engaged as community group leaders. Josh enjoys running, being outdoors, and playing music and games with his family.

Josh Monroe 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Joshua Monroe is a NAPFA-Registered Financial Advisor

    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.

Contact Josh Monroe

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Office Locations:

  • 3344 Peachtree Rd NE
    Suite 2000
    Atlanta, GA 30326

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