Joshua Stromberg, CFP®

Vice President, Advisor

Bethesda, Maryland

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He helps clients feel confident about their financial future through comprehensive planning. He gathers information, develops recommendations, and supports implementation and follow-through. He enjoys helping clients turn goals into clear next steps.
He chose planning to combine math-driven problem-solving with meaningful client impact. He earned a B.S. in Finance from Virginia Tech. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is active in local planning organizations.
His approach is collaborative, organized, and practical. He listens closely to understand clients’ hopes and concerns, then builds a plan to match. He believes steady action and accountability improve outcomes.
He lives in Suffolk, Virginia, and enjoys running with his dog, Lucy. He figure skates, plays tennis, and follows the NBA. He appreciates staying active year-round.