Meet Josh
Josh is a Wealth Advisor based in Denver, Colorado. He joined Mercer Advisors in 2021 after serving as Financial Advisor at Equitable Advisors. He is a CERTIFIED FINANCIAL PLANNER® professional. Josh graduated from the University of Colorado Leeds School of Business with a B.S. degree in business administration, emphasizing personal financial planning.
Josh’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Josh has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Helping dentists balance personal wealth goals with the demands of running a practice
- Advising tech professionals, including clients at Oracle, Apple, Intel, PayPal, and SpaceX
His working style
Josh excels at seeing the full financial picture, connecting the pieces to make well‑informed recommendations that support both short‑ and long‑term goals. Known for his high‑energy presence, he prioritizes transparency and clear communication so clients can feel educated, empowered, and confident in the decisions they make for themselves and their families.
Josh in real life
What keeps you busy outside of work?
I enjoy spending time in nature. Skiing and hiking are my main passions outside of work. Also, experiencing new cultures and places through travel.
How do you give back?
I partner with my alma mater (CU Boulder) to mentor the next generation of financial professionals. I received great mentorship throughout university and wanted to pass that on to the next generation.
Why do you like working at Mercer Advisors?
The ability to truly do what’s within clients’ best interest.
Josh’s snapshots
Meet Josh’s Teammates
James Telfer
Principal
What Josh Says
James brings constant energy and support as a team leader at Mercer Advisors. He keeps us motivated to continue doing what’s right for clients.
Christopher S. Murphy
Wealth Advisor
What Josh Says
Chris is an exceptional advisor and I really appreciate being able to bounce ideas off of him. No matter the client situation, being able to walk through it with another advisor brings additional clarity and perspective.
Vivian Covert
Client Service Specialist
What Josh Says
Vivian is amazing at ensuring I’m staying on top of the items that are most important. She provides exceptional client communication and support, allowing our team to provide clients with white glove service.
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