portrait of Josh Hardt

About Josh

I became a financial advisor 27 years ago because I have a passion for helping others succeed. Working with different types of clients allows me to constantly learn new things about people and gives me new challenges along the way. Each family has a different story or history. I get to see all the different paths to financial success – each is unique, yet there are similarities.

I absolutely love the challenge of looking at each family's big picture and partnering with them to accomplish what is most important to them. The process of helping someone achieve a goal is like...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • College Savings

Work History

  • Edward JonesJune 1996 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Illinois Wesleyan UniversityBachelors

Team Members

  • Heather Weldon
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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