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Our team of advisors provide you with the tools and education to make the smart, long-term investment choices to fit your lifestyle. Most of all, we help you completely understand all suitable options.

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Josh Orton Square
Senior Financial Advisor

Josh Orton, CFP®, CEPA®

Josh is an accomplished financial planner with over 14 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. Prior to LGT, Josh held positions as a wealth planner and advisor at other boutique Registered Investment Advisor firms in DFW, and he spent over 9 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 along with their 3 kids. When he is not busy helping his clients navigate the complex world of wealth management, Josh enjoys coaching his kids’ tee-ball teams, grilling, football, and home improvement projects.
  • CERTIFIED FINANCIAL PLANNER™️
  • Certified Exit Planning Advisor (CEPA®)
  • NASD/FINRA Series 65
  • Texas Insurance Agent

University of North Texas

Bachelor of Business Administration, Finance

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Exit Planning
  • Estate Planning
  • Tax Planning
  • Life & Health Insurance
  • Financial Planning Association (FPA), Dallas/Ft. Worth Chapter – Member
  • Dallas Estate Planning Council – Member

Planning for a Prosperous Future: LGT Webinar

  • Presented in September 2023
  • By: Josh Orton and Miller Bentley

Interested in learning more? Watch the replay of Josh and Miller's presentation here on LGT's YouTube channel. 

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”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

Talk to one of our financial advisors today and let's partner together for your future.

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