Joshua Roundy

Background

About Joshua Roundy

I have been helping clients with their financial goals and investments since 2010. I love what I do especially when I make a meaningful impact on my clients lives. I am committed to growing my business by continuously guiding serious clients toward their life, financial, and legacy goals. We will provide the best experience possible for our clients while we help them achieve their financial goals. I work mostly with individuals, couples or business that don't know how, or are too busy to put together a plan. I help them choose, the right type of account, show them their investments options, and help them stick to the plan. I have my AAMS® accreditation and I will plan to take the CFP® exam soon. I focus on retirement planning and often use income generating investments to create a monthly income for retirees while finding that balance of risk vs reward for their long term money. I mostly service Wyoming clients in these cities and towns; Evanston, Green River, Rock Spring, Lyman, Mt View, Big Piney, Kemmerer, Casper, Cheyenne, Sheridan, and Laramie. I also service many clients from Utah in these cities and towns; Morgan, Henefer, Coalville, Ogden, Layton, Centerville, and Bountiful. I am also licensed and service clients in 17 other For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see