Josh Stamm

Josh Stamm

Senior Partner, Investment Advisor

Office: 434-266-1214
Fax: 434-266-2001

Josh has been married to his wife Dawn for 26 years and they have two children, Logan and McKenna.  Logan and his wife Casey live in Pittsburg, PA where he works as an electrician and she is completing her Masters degree at Carnegie Mellon.  McKenna is a rising senior and enjoys theater performance and all things musical.  Dawn is a busy mom and small business owner who loves working with local families, helping them with their floral needs.


Josh graduated from Liberty University in 1997 with a Political Science degree and earned his CERTIFIED FINANCIAL PLANNER™ in 2012.   After serving as a financial advisor while managing the local UBS office and Merrill Lynch offices respectively, Josh is excited to resume his first love- a sole focus on his clients needs.  With 15 years of industry experience, he enjoys applying a discovery process that is natural and comprehensive where the client's goals and needs are put at the heart of the plan.


Josh is active in a number of charitable organizations and believes deeply in connecting with the local community.  He also specializes in assisting business owners with formulating a transition process, as well as, assisting in many of the areas of finance that are unique to the small business community.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.