Senior Financial Advisor
Josh Orton, CFP®, CEPA®
Josh Orton, CFP®, CEPA® is an accomplished financial planner who is passionate about helping individuals, families, and business owners make confident decisions about their financial future. With more than 15 years of experience in wealth management, Josh works closely with clients to create personalized strategies that align their wealth with what matters most to them, whether that's preparing for retirement, growing or exiting a business, planning a legacy, or supporting the next generation. Josh helps clients navigate complex decisions through comprehensive financial planning, investment management, retirement strategies, estate planning, and business exit planning. He holds both the Certified Financial Planner® (CFP®) and Certified Exit Planning Advisor® (CEPA®) designations, bringing a thoughtful, goal-oriented perspective to every client relationship. Prior to joining LGT Financial Advisors, Josh spent nearly a decade in leadership roles at TD Ameritrade and later served clients through several boutique wealth management firms in the Dallas-Fort Worth area. Josh earned his Bachelor of Business Administration degree in Finance from the University of North Texas. He lives in Keller, Texas, with his wife, Kelsey, and their three children. Outside of work, you'll likely find him coaching baseball, firing up the grill, tackling home improvement projects, or spending quality time with his family.
- 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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