Joshua Jaffe Longbridge Wealth at Steward Partners

Joshua Jaffe Longbridge Wealth at Steward Partners Josh has been serving clients since 2005. They love to travel internationally and listen to music, including attending live concerts whenever they can.

He focuses on building and optimizing cash flow and balance sheets for clients while also managing investment portfolios. Josh and his wife Celia live in Worthington, Ohio, with three dogs (Barker Mayfield, a Lagotto Romagnolo, and Freya and Gus, who are Great Danes) and one cat (Fritzee). Josh is continually looking for ways to learn and better himself, be it by reading non-fiction, meditating an

d/or attending silent meditation retreats, or listening to podcasts on his commute to and from the office. For fun, he likes to golf and play sand volleyball, walk his dogs, cook, and do projects around the house.

Quick market check-in for the month.There's been plenty of noise lately, but not much that changes the long-term outlook...
05/06/2026

Quick market check-in for the month.

There's been plenty of noise lately, but not much that changes the long-term outlook. Below is a simple breakdown of what's driving markets right now -- and what actually matters for your portfolio.

The latest issue of Market Month is available.

Quick note given the recent market moves -- this is well within normal market behavior. We're monitoring things closely...
04/22/2026

Quick note given the recent market moves -- this is well within normal market behavior.

We're monitoring things closely as always. Reach out if you want to talk through it.

Geopolitical tensions, airport disruptions, rising airfare costs, and long TSA lines have made traveling in 2026 more complicated. Some keys to a safe and successful trip are to stay informed, plan ahead, and remain flexible.

Quick note given the recent market moves -- this is well within normal market behavior. We're monitoring things closely...
04/16/2026

Quick note given the recent market moves -- this is well within normal market behavior.

We're monitoring things closely as always. Reach out if you want to talk through it.

What will you do with your tax refund?

Quick note given the recent market moves -- this is well within normal market behavior. We're monitoring things closely...
04/01/2026

Quick note given the recent market moves -- this is well within normal market behavior.

We're monitoring things closely as always. Reach out if you want to talk through it.

Our latest Client Alert takes a look at the annual list of tax scams released by the IRS.

Quick note given the recent market moves -- this is well within normal market behavior. We're monitoring things closely...
03/26/2026

Quick note given the recent market moves -- this is well within normal market behavior.

We're monitoring things closely as always. Reach out if you want to talk through it.

It's natural to be concerned with the economic impact of the war with Iran.

03/18/2026

See which countries export and import the most crude oil flowing through the Strait of Hormuz.

03/11/2026

The federal income tax filing deadline for most individuals is Wednesday, April 15, 2026.

03/09/2026

See how the markets performed in February 2026 and year-to-date.

02/25/2026

You have until your tax filing deadline to make an IRA contribution for 2025

11/11/2025

🇺🇸✨ Happy Veterans Day! Today, we honor and celebrate the brave souls who have served our nation. Let’s remember their sacrifices by sharing stories of courage and gratitude. Whether at a parade, a gathering, or with loved ones, let’s spread joy and appreciation! ❤️🎉

11/10/2025

🎉 Happy International Accounting Day! 🎊 Today we celebrate the unsung heroes of finance who keep our numbers in check! 📊✨ Let’s raise a toast to balance sheets, spreadsheets, and all the late-night number crunching that keeps businesses running smoothly. Cheers to precision and passion in accounting! 🥳💼

Address

1536 W Church Street
Newark, OH
43055

Opening Hours

Monday 9am - 6:30pm
Tuesday 9am - 6:30pm
Wednesday 9am - 6:30pm
Thursday 9am - 6:30pm
Friday 9am - 6:30pm

Telephone

+17409156077

Website

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