Senior Financial Advisor
Josh Orton, CFP®, CEPA®
Josh is an accomplished financial planner with 15 years of experience in the wealth management industry. He holds his Certified Financial Planner® designation and is a Certified Exit Planning Advisor (CEPA®), while also maintaining his Series 65 and Insurance licenses. Josh previously held positions as a wealth planner and advisor at other boutique Registered Investment Advisor firms in DFW, and he spent nine years in various leadership roles at TD Ameritrade. As a Senior Financial Advisor, Josh focuses on helping clients develop comprehensive financial plans and coaching them through the wealth management process. He specializes in working with business owners and high-net-worth families. Josh obtained a Bachelor of Business Administration degree in Finance from the University of North Texas. Josh and his wife, Kelsey, live in Keller, TX with their three children. In his free time, Josh enjoys coaching his kids’ tee-ball teams, grilling, football, and home improvement projects.
- CERTIFICATION/LICENSES
- EDUCATION
- AREAS OF FOCUS
- AFFILIATIONS
- PRESENTATIONS
- Certified Exit Planning Advisor (CEPA®)
- Certified Financial Planner (CFP®)
- NASD/FINRA Series 65
- Texas Insurance Agent
University of North Texas
Bachelor of Business Administration, Finance
- Alternative Investments
- Business Exit Planning
- Comprehensive Financial Planning
- Estate Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Exit Planning Institute — Member
- Financial Planning Association (FPA), Dallas/Ft. Worth Chapter — Member
Securing Your Future: Turning Success into a Lasting Family Legacy
- Presented in July 2026
- By: Miller Bentley and Josh Orton
- View the video here
Planning a Prosperous Future
- Presented in September 2023
- By: Miller Bentley and Josh Orton
- View the video here
”It seems to me that the natural world is the greatest source of excitement; the greatest source of visual beauty; the greatest source of intellectual interest. It is the greatest source of so much in life that makes life worth living.”
Miller BentleyFinancial Advisor
FA Insights
Articles by Josh
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