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.

Happy Father’s Day to the dads, stepdads, grandfathers, mentors, and father figures who lead with care, guidance, and st...
06/21/2026

Happy Father’s Day to the dads, stepdads, grandfathers, mentors, and father figures who lead with care, guidance, and strength. Your impact reaches far beyond today—we’re grateful for all you do everyday!

In observance of Juneteenth, we take time to honor freedom, reflect on our history, and recognize the ongoing journey to...
06/19/2026

In observance of Juneteenth, we take time to honor freedom, reflect on our history, and recognize the ongoing journey toward equality.

Our offices and the markets will be closed.

Can you write off long-term care insurance premiums?It’s possible—but only if certain criteria are met, including age-ba...
06/17/2026

Can you write off long-term care insurance premiums?

It’s possible—but only if certain criteria are met, including age-based limits and your AGI.
👉 Get the full breakdown in our latest blog: walshandassociates.com/blog

Progress doesn’t come from waiting for the perfect moment—it starts with one simple step. Take that step today and build...
06/15/2026

Progress doesn’t come from waiting for the perfect moment—it starts with one simple step. Take that step today and build momentum toward your financial goals.

Long-term care costs are climbing fast—and many families aren’t prepared. With nursing homes averaging around $10,000/mo...
06/12/2026

Long-term care costs are climbing fast—and many families aren’t prepared. With nursing homes averaging around $10,000/month, planning ahead is more important than ever.
👉 Read the full blog to learn how to prepare and protect your finances.

Nursing home care can cost anywhere from about $5,700 to over $30,000 per month, yet Medicare only fully covers the first 20 days. Without early planning, families can be left facing overwhelming expenses. Here are steps you can take to try to shield yourself from these high costs.

Most families don’t plan for long-term care—until they’re forced to.Long-term care isn’t just about aging—it’s about pro...
06/09/2026

Most families don’t plan for long-term care—until they’re forced to.

Long-term care isn’t just about aging—it’s about protecting your health, your independence, and your financial future. Without a plan, healthcare costs can quietly drain savings and shift the burden to loved ones. Proactive health planning helps ensure you stay in control of your care and your legacy.

Let’s build a plan before life makes the decisions for you.
👉 Explore how we help: https://www.walshandassociates.com/services

A strong retirement plan goes beyond savings—it prepares for life’s what-ifs. Long-term care planning can help protect y...
06/08/2026

A strong retirement plan goes beyond savings—it prepares for life’s what-ifs. Long-term care planning can help protect your independence and your assets.

Retirement planning doesn’t end with income—it includes care.Long-term care planning is a critical piece of a strong fin...
06/05/2026

Retirement planning doesn’t end with income—it includes care.

Long-term care planning is a critical piece of a strong financial strategy. From evaluating insurance options to aligning healthcare needs with retirement goals, thoughtful planning today can reduce stress, preserve assets, and create peace of mind for tomorrow.

Your future health deserves a strategy, not assumptions.
👉 Learn more about our planning approach: https://www.walshandassociates.com/services

Urgent care can be convenient—but it’s not always the right choice. Knowing when to go (and when not to) can make a big ...
06/03/2026

Urgent care can be convenient—but it’s not always the right choice. Knowing when to go (and when not to) can make a big difference.
👉 Read the full blog to learn more.

Knowing when to choose urgent care, the ER, or a primary care doctor isn’t always straightforward—and experts say the right call depends on the kind of care you need.

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!

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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