Edward Jones- Financial Advisor: Josh Wurtsbaugh

Edward Jones- Financial Advisor: Josh Wurtsbaugh I take great pride in being a Financial Advisor. I'm happy to make an impact on those around me. I was fortunate to be a 3rd generation business owner.

Starting from the ground up! I have worked in entry level jobs, rotating shifts, and learned all aspects of my family's business by doing the actual jobs, boots on the ground. This allowed me to find weaknesses in our processes and earn the respect of my peers/coworkers over the 17 years I was there. Overcoming "Coaches Son Syndrome" became a mission of mine along the way. My work experience is no

t limited to blue collar work but also transitioned into the VP of Manufacturing which required me to take back of the house knowledge/reports to the front of the house. I have also developed my own business from the ground up, building and growing a successful niche company during one of the toughest times to do so (pandemic). Working in direct sales, marketing, book-keeping, training, and performing the labor. I am very mechanical but also enjoy building relationships with people. Old school, Midwest farm boy ethics and values. I enjoy taking something viewed to be complicated or intimidating, and turning into understandable, relatable processes. My clients gain confidence and are empowered to be involved with their personalized financial strategy. Give me a call to establish your long-term financial goals and create a plan on how to accomplish them!
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What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends a...
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What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends and family?

A life that feels rich starts with a conversation. So, let’s talk about it. We’re here with one-on-one guidance to help you turn your dreams and ambitions into goal-based financial strategies, letting you enjoy a life you love. Let’s find your rich.

https://bit.ly/463VuYL

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When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Fin...
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Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, mor...
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True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are usi...
08/23/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

While market volatility in 2026 increased risk and dominated headlines, history suggests that periods of uncertainty hav...
08/22/2026

While market volatility in 2026 increased risk and dominated headlines, history suggests that periods of uncertainty have tended to be temporary, often creating attractive opportunities for disciplined long term investors.

Here are a few steps investors can consider to help navigate market volatility with greater confidence.

The first half of the year is a reminder that market volatility is often triggered by external shocks with broad economic implications.www.edwardjones.com/us-en

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Summer is often a time to slow down — and it can also be a great opportunity to check in on your retirement plans. Wheth...
08/19/2026

Summer is often a time to slow down — and it can also be a great opportunity to check in on your retirement plans. Whether you’re building savings or already retired, a quick review can help ensure your strategy still aligns with your goals. If you’ve been meaning to take a closer look, this season may be the right time to start the conversation.

With summer underway and the year at its midpoint, it can be a helpful moment to step back and revisit your progress toward what is likely one of your most important financial goals — your retirement. www.edwardjones.com/us-en

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
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Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charita...
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If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

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