Josh Ketchie, CFP®, CPA*, ChFC®
Financial Advisor - Atlanta, GA
Josh finds his purpose in helping families define and achieve financial success. No matter how large or small your family is, navigating finances as a parent doesn’t get easier with time. As you grow your wealth, your business, or your family, and whether our country is in a recession or a booming market, Josh will be there with you. He'll build a financial plan with and for you, reevaluating and continuing to personalize your strategy with every new opportunity you encounter. He believes it is important to protect and build on all you have worked for and all you will continue to do.
Here are some interesting things about Josh’s practice:
- He is a Certified Financial Planner™ Professional.
- He receives hundreds of referrals a year. Josh’s clients find him to be valuable in creating and preserving their family success story and furthering their community legacy.
- He works with families in Georgia and all over the country – He currently has clients in 36 states and growing!
- Business owners of small to mid-sized companies trust Josh to help them plan and build businesses that last.
- Life and disability insurance, investments, and retirement planning are just a few of Josh’s areas of specialization; he has won several industry awards – listed below!
- We are better together – Josh has built a team at Ashford that works to serve clients holistically and strategically.
Personally:
- Josh is a UGA “Double-Dawg,” holding both a Bachelors’ and Masters’ degree from the University of Georgia (go Dawgs!)
- Josh and his wife, Tegan have been married for almost 15 years, and they spend their weekends chasing their three beautiful daughters.
- Tegan is an integral part of Josh’s team at Ashford Advisors, managing operations and making sure Josh remembers to eat lunch!
Education, Training, Memberships
- CERTIFIED FINANCIAL PLANNERTM
- Certified Public Accountant*
- Chartered Financial Consultant
- University of Georgia, Master of Accountancy
- University of Georgia, Bachelor of Business Administration in Accounting, Summa Cum Laude
Industry Recognition
- Million Dollar Round Table 2016-2023*
- Top of the Table 2021-2023
- Leader's Club, Guardian, 2015 – 2023**
- DI Inner Circle Qualifier, 2014-2017, 2019, 2022
- Centurion Award, 2014-2023***
Team Members
Joshua Ketchie is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. Park Avenue Securities is a wholly owned subsidiary of Guardian. Ashford Advisors is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. *Not a practicing CPA for Guardian or any subsidiaries or affiliates thereof. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Arkansas Insurance License ID #16816260. California Insurance License ID #CA 0I85668. CFP® Professional Disclosure. *Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee. **Guardian/PAS sponsored award/ recognition. Compensation has been provided by the adviser in connection with obtaining or using the third-party awards. *** Guardian endorses and establishes the criteria for this award/ recognition.