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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, CFP®️

Senior Financial Advisor

Josh joins LGT Financial Advisors with over 13 years of experience in the wealth management industry. He holds his CERTIFIED FINANCIAL PLANNER™ certificate in addition to his Series 65 and Insurance licenses. Prior to LGT, Josh held positions as a planner and advisor at TD Ameritrade and other boutique Registered Investment Advisor firms in DFW. As a Senior Financial Advisor, Josh focuses on helping clients develop comprehensive financial plans and coaching them through the wealth management process. Josh obtained a Bachelor of Business Administration degree in Finance from the University of North Texas. When he is not busy helping his clients navigate the complex world of money management, Josh enjoys coaching his kids’ soccer and tee-ball teams, grilling, watching football, and home improvement projects.
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Josh Orton photo
  • CERTIFICATION/LICENSES
  • EDUCATION
  • AREAS OF FOCUS
  • AFFILIATIONS
  • PRESENTATIONS
  • PUBLICATIONS
  • CERTIFIED FINANCIAL PLANNER™️
  • 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. 

FA Insights

What is a Financial Plan? Do I Need One? | October 2023 | 3 minute read
One might typically seek out a financial advisor and expect to receive a laundry list of steps they need to take to get their financial house in order. This implies that the financial advisor is...[read on]
 
Retirement Planning Steps You Can Take Today | October 2023 | 7 minute read

Retirement is the ultimate goal for most Americans today, and this goal can be daunting at times. In fact, *56% of American workers feel that they are behind where they think they should be on their retirement savings... [read on]


 

young business people group have meeting and working in modern bright office indoor
”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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