About

Josh is the Founder and CEO of FiduciaryWor(k)s and the creator of FeeMetri(k)s™, Perseptiv™ and Fiduciary U™.
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At FiduciaryWor(k)s he focuses on building tech, tools, training, teamwork and talent solutions for the retirement and wealth management industry.

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Previously, he was a Co-Founder, Partner & Chief Strategy Officer of Greenspring Advisors, one of the country's most well-known retirement plan advisory firms and the 2018 PLANSPONSOR Retirement Plan Adviser of the Year (Small Team).

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He founded and led the corporate retirement practice at Greenspring, growing it to nearly $4.5 billion in assets and representing nearly 50,000 participants before leaving to launch FiduciaryWor(k)s in 2021.

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He is the host of the popular Fiduciary U™ Podcast and an Amazon Best Selling author of two books - The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan and Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully.

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He's also a frequent industry speaker and has been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Financial Advisor Magazine, InvestmentNews, 401(k)Specialist, PLANADVISER, and PLANSPONSOR.

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‍He was previously named a Financial Times Top 401 Retirement Advisor on three occasions (2016-2018) and nominated for the Top 100 Most Influential People in Defined Contribution survey by 401kWire.

Josh is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®.