Walsh & Associates

Specialties

Walsh & Associates, a 26 year old family firm with offices in De Kalb, IL and Sarasota, FL — is a full service fee-​only financial planning firm offering objective financial guidance and innovative wealth management strategies.

Comprehensive wealth management services, retirement and estate planning, risk management, investment strategy consulting, fiduciary services (when working in an advisory capacity), portfolio management, objective financial advice, integration of complex financial goals/​reporting for better decision-​making, ability to offer relationship pricing across the family group, collective application of strategic key planning techniques for family, takes a long-​term view toward client relationships.

History

Established in 1986.

At Walsh & Associates, our emphasis on education and industry knowledge to provide the best possible service in the interests of our clients comes from our foundation. As a successful entrepreneur in the restaurant industry, Mr. Walsh began his education in the financial field to better manage his own wealth accumulation. With years of education, numerous certifications, and a consistent stream of friends and family saying, «Go ask Joe, he’ll know,» he left the restaurant industry where he had achieved significant success to pursue sharing his passion of securing financial independence.

Our company has been built primarily through referrals. As Walsh & Associates prepares to enter a third decade of business, the ability to convey sound principles that carry through generationally is evident in the team Joe has built. Not only have his sons adopted strong principles of finance in their own lives, but have chosen to pursue careers as members of the Walsh & Associates team.

Meet the Business Owner

Joseph W.

Business Owner

As a successful entrepreneur in the restaurant industry, Mr. Walsh began his education in the financial field to better manage his own wealth accumulation. His studies include an undergraduate degree in personnel management and Masters of Business Administration (MBA) with an emphasis in finance from Northern Illinois University, Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning in Denver Colorado, and Chartered Financial Analyst (CFA) from the Institute for Investment Management Research Charlottesville Virginia. In addition, Joe has training on trust and estate strategies earning the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers a subsidiary of the American Bankers Association in Washington, D.C. He has also earned the Accredited Investment Fiduciary (AIF) from The Center for Fiduciary Studies, including fiduciary planning for foundations, endowments and trusts