Josiah Worley is a LPL financial advisor and planner at Summit Investment Planning, where he assists clients in pursuing their financial goals by assessing their needs and developing customized plans that encompass budgeting, saving, investing, tax planning, and insurance. His role involves providing investment advice, managing portfolios, and aligning strategies with clients' risk tolerance and goals. Josiah maintains ongoing communication with clients, adjusting plans as needed, and provides education to help them make informed decisions, always adhering to ethical standards and prioritizing clients' interests.
His journey began at Hampden-Sydney College, where he earned a degree in economics. His studies focused on financial principles, investments, and economic theory, complemented by internships and participation in student financial organizations for hands-on experience. Josiah joined Summit Investment Planning as an intern during the summer of 2023. Josiah also holds several certifications, including the Securities Industry Essentials (SIE) certification, Series 7, and Series 66 licenses through LPL Financial, which have fortified his foundation in the industry.
What motivates Josiah is the opportunity to help others improve their lives through financial guidance. Seeing the positive impact of his advice, whether it's planning for retirement, buying a home, or boosting financial confidence, excites him. He aims to provide clarity, confidence, and a roadmap for clients to pursue their dreams, fueling his passion for the work he does.
A native of Montpelier, VA, Josiah enjoys spending his free time outdoors. Golf, sporting clays, and camping are his favorite hobbies, each allowing him to unwind and recharge. Golf offers relaxation on the course, sporting clays provide focus and adrenaline, and camping immerses him in nature's peacefulness.