Walsh & Associates

Walsh & Associates Financial advisor serving Sarasota, FL, DeKalb, IL, Schaumburg, IL, and beyond with comprehensive wealth management services.

We simplify and manage your financial life
and always act in your best interest. Walsh & Associates is a family-led fiduciary financial advisory firm serving Sarasota, FL, DeKalb, IL, and clients nationwide. Founded in 1986 by Joe Walsh Jr., we’ve grown from a small local practice into a trusted team of 14, including Joe’s sons, who share his commitment to client-first planning. Backed by LPL Fina

ncial, we offer unbiased guidance and personalized strategies to help you build lasting financial confidence. Disclosures:

Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor. Walsh & Associates is a separate entity from LPL Financial. finra.org sipc.org"

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Planning ahead isn’t just smart—it can help protect both your health and your financial future. A proactive approach tod...
06/01/2026

Planning ahead isn’t just smart—it can help protect both your health and your financial future. A proactive approach today can make a meaningful difference tomorrow!

College may feel far away—but planning ahead can make all the difference.A 529 plan is one of the most flexible and tax‑...
05/29/2026

College may feel far away—but planning ahead can make all the difference.
A 529 plan is one of the most flexible and tax‑advantaged ways to save for education, and it can help turn today’s small steps into tomorrow’s big opportunities.
Whether you're just getting started or want to make the most of your current plan, Walsh & Associates can help you build a strategy that fits your family’s goals.

👉 Learn more about how we help families plan for the future:
Visit walshandassociates.com

#529

Some degrees come with a much bigger price tag after graduation. Before choosing a major, see which ones tend to leave s...
05/27/2026

Some degrees come with a much bigger price tag after graduation. Before choosing a major, see which ones tend to leave students with the highest loan balances—read the full blog to learn more.

Almost half of undergraduate students take out loans, and the median amount of student debt for those students is about $25,084. Majors in curriculum and instruction often graduate with the most student debt, typically over $20,000 more than the average.

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to ...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage and dedication will never be forgotten. 🕊️

📚⚠️ Some of the biggest 529 mistakes families make is missing deadlines, leaving funds uninvested, or taking withdrawals...
05/20/2026

📚⚠️ Some of the biggest 529 mistakes families make is missing deadlines, leaving funds uninvested, or taking withdrawals that don’t qualify. With rising college costs, even small missteps can reduce long‑term savings and tax benefits. Planning ahead can make all the difference—and help your money work harder for education goals.

👉 Explore smart college planning at walshandassociates.com

Long‑term progress often comes from patience and consistency—not perfect timing. Staying invested over time can be one o...
05/18/2026

Long‑term progress often comes from patience and consistency—not perfect timing. Staying invested over time can be one of the most powerful strategies.

Travel smarter—not smaller. Discover expert-approved ways to stretch your vacation budget without sacrificing the experi...
05/15/2026

Travel smarter—not smaller. Discover expert-approved ways to stretch your vacation budget without sacrificing the experience—read the full blog to get all the tips!

Travel is getting more expensive, but smart planning can save you hundreds. Discover six expert-backed ways to cut vacation costs without cutting the fun.

As fiduciary financial advisors, Walsh & Associates is committed to acting in your best interest—always. Our advice isn’...
05/14/2026

As fiduciary financial advisors, Walsh & Associates is committed to acting in your best interest—always. Our advice isn’t influenced by products or sales, but by what’s truly right for you and your family. 📊💙 With a client‑first planning approach and long‑term guidance at the core, we help provide clarity and confidence through every financial decision.

Learn more about our story and approach at 👉 https://www.walshandassociates.com/about 🔍

Progress isn’t about perfection—it’s about perseverance. Staying the course, even through setbacks, is often what makes ...
05/11/2026

Progress isn’t about perfection—it’s about perseverance. Staying the course, even through setbacks, is often what makes the difference over time.

Address

2350 Fruitville Road, Suite 201
Sarasota, FL
34237

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19419551188

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