After graduating from the University of Pennsylvania in 1995, Josh began his career in the personal financial and investment planning profession by opening a branch office for national brokerage firm Edward D. Jones & Co.
A few years later, driven by a passion for working closely with clients to help solve their most complex planning issues, Josh formed his own independent firm, Fennimore Financial in 1998. Benchmark Financial, a registered investment adviser, was originally founded in 2004 as Fennimore Financial Planning.
His goal was simple. Build a firm utilizing his broad investment and planning expertise, and providing a deeply personal client experience. A firm that maximizes transparency, and minimizes conflicts of interest by offering pure advice- with no strings attached. To this day, Josh still works personally with each and every one of his clients. He wouldn't have it any other way.
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