Joshua Styrcula
CIMA®, CFP®
Assurgent Wealth Management
Wealthcare Advisor
Joshua Styrcula
CIMA®, CFP®
Assurgent Wealth Management
Wealthcare Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Joshua Styrcula, CIMA®, CFP®
Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country
Joshua Styrcula is a Cincinnati, OH fee-only financial advisor serving clients locally and across the country. Assurgent Wealth Management provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joshua Styrcula is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Josh Styrcula is a Fee-Only Wealth Advisor at Assurgent Wealth Management – an independent affiliate of Wealthcare Advisory Partners. He focuses on improving clients’ lives by providing strategic, innovative, and holistic advice. For almost two decades, Josh has combined technology and sincere passion to deliver an unmatched client experience.
Prior to Assurgent, Josh was a Partner Advisor at AdvicePeriod working with families in multiple states. He capitalized on advancements in technology to provide a high-touch high-tech service to all of his clients.
Earlier in Josh’s career, he worked for a fee-only financial planning firm in Dayton, Ohio. In addition to working directly with clients on comprehensive financial plans, he led the investment team and focused on cutting-edge technology enhancements.
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® and a Certified Investment Management Analyst℠.
Josh lives with his wife and sons in Mason, Ohio where he is an active member of the community. Most recently Josh was elected to serve as one of Mason’s City Council Members. In 2012 he co-founded Young Professionals at Austin Landing, a nonprofit organization dedicated to advancing young professionals and serving the community.
Assurgent (adj.): moving upward: rising
Assurgent Wealth Management is a boutique fee-only financial planning firm serving families both locally and across the country.
At Assurgent our clients are always moving upward, rising to the occasion. They are accomplishing their goals and pushing on to greater things. Whether those greater things are retirement, funding college education, creative tax planning or just simplifying their financial lives. Perhaps they are more altruistic, and our clients want to leave a lasting legacy for generations to come. Whatever your purpose is, whatever your “why”, we would be honored to help you rise to the occasion and continue moving upward toward accomplishing the most important goals in your life.
We believe that rising individually is powerful but moving upward can be done so much easier with amazing partners. Which is why we have chosen to partner with Wealthcare.
Established in 1999, Wealthcare Capital Management (Wealthcare) is a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.
We accomplish this by helping you understand and identify your most important life goals. And then we align your investments with those goals. Our process guides you through the myriad of changes in your life that will invariably require financial decisions. This is what we refer to as Financial Guidance for Life.
At Wealthcare, we measure our success in our clients’ fulfillment — one client at a time.
With our goals-driven investing approach, you will:
- Have your personal goals in complete alignment with your investments.
- Always know where you stand and we’ll present your progress reports in “plain” English.
- Have confidence in your ability to reach your goals, independent of market fluctuations and changing life circumstances.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- 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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Joshua Styrcula 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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Joshua Styrcula is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
Contact Joshua Styrcula
Office Locations:
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9435 Waterstone Blvd.
Suite 140
Cincinnati, OH 45249
