Josh Wolberg

About Josh Wolberg

I am the President and Founder of Great River Financial. Prior to becoming an advisor in 2007, I spent 9 years combined in software development and corporate finance. I serve clients as the Lead Financial Planner and Investment Manager for Great River Financial. I also teach as an adjunct instructor at Minnesota State University in Edina, MN where I help other Financial Advisors pursue the CFP® Designation.

I am from Wall, South Dakota. My wife Amy and I moved to the Twin Cities in 1999 and live in Eden Prairie with our three children and rescue dog. I enjoy being active and love traveling, hiking, running, and am a veracious listener of non-fiction audiobooks. I dive deep into multiple complex subjects to seek wisdom about living a meaningful and happy life and share this wisdom with others to help them pursue the same.

About Great River Financial:

Great River Financial is a Minneapolis, MN fee-only financial planning firm located in Golden Valley serving clients in the Twin Cities area and nationwide. We provide comprehensive financial planning and investment management to help retirees and near retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisors, we are never paid a commission of any kind, and have a legal obligation to provide unbiased and trustworthy financial advice.

Our Services Include:

• Retirement Planning
• Investment Management
• Financial Planning
• Retirement Income Planning
• Financial Advice & More!

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites. Investment advice offered through Great River Financial LLC, an SEC-registered investment adviser.