JOshUa ManeS

As a dedicated, independent fiduciary advisor, I am passionate about helping individuals and families achieve their financial goals and build lasting wealth. With a client-first approach, I focus on providing personalized guidance, helping people navigate complex financial decisions with confidence and clarity.

Whether planning for a future business exit, structuring your retirement, or implementing tax-efficient strategies, I am committed to making financial success accessible and attainable for everyone I work with. My mission is to empower my clients to make informed decisions that align with their values and long-term aspirations. After receiving multiple job offers from large institutions and seeing the conflict of interest and lack of integrity when dealing with clients, I’ve remained steadfast in my resolve to remain independent.

Why We’re Different

• We are not your typical financial advisor, CPA, or estate planner—we’re not here to take their jobs. You probably already have someone to do that. We bridge the gap between financial advisors and CPAs, working hand-in-hand, orchestrating a well-crafted financial plan designed to help you reach your long-term objectives. We help brings every piece of your financial puzzle together. From tax strategies, retirement, and estate planning to debt elimination, asset protection, and life insurance, we ensure every aspect of your financial life is aligned for maximum efficiency and wealth creation.

• As an independent fiduciary, we are legally and ethically obligated to act in your best interest, holding ourselves to a higher moral standard. We have no ties to any single company, which means we don’t push products—we find solutions. With the financial resources to work with multiple institutions, we identify the best possible strategies for business owners and professionals.

• We do not recommend strategies that can lose you money. Everything we do is conservative and meant to help you keep more of your money. What truly distinguishes us, is our expertise in tax-free wealth strategies—an area where few advisors specialize. In fact, only a handful of professionals across the U.S. have the capabilities and advanced strategies that we offer. It’s not what you make, but how much you get to keep. We are not here to replace your existing advisor, but to enhance and strengthen your financial plan, ensuring you maximize your wealth while minimizing unnecessary taxes.

• Our business exit maximization and valuation services go far beyond what most advisors offer. Unlike traditional advisors who set you up with a 401k and mutual funds, we specialize in solving the complex tax and planning issues that business owners face. We work with you to set up a long-term plan to increase your business value, eliminate unnecessary taxes, and structure your exit to maximize proceeds and financial security. This isn’t about riding the market or hoping your investments perform—it’s about designing a predictable, tax-efficient outcome based on proven strategy. Our clients don’t just retire. They exit powerfully. With more control, more clarity, and far more tax-free income than they ever thought possible.

My Background & Values

I earned my Bachelor’s Degree in Finance from the University of Arkansas and later pursued a Master’s in Teaching from the University of Central Arkansas—a combination that reflects my passion for both financial expertise and education.

Growing up in Northwest Arkansas, I was raised in a Christian home with two loving parents who instilled in me the values of integrity, hard work, and respect for others. My childhood was filled with sports, hunting, fishing, and exploring the Ozarks, which fostered a lifelong love for the outdoors. I’m a die-hard Razorback fan, no matter how tough the season gets. To this day, I’m an avid athlete that enjoys intense competition and relentless training.

While my primary focus is helping business owners and professionals, I also actively trade options and stocks, which keeps me engaged with the markets and sharpens my discipline and patience. Beyond finance—in my spare time, you’ll find me spending time with loved ones, watching sports, exercising, reading, traveling, hunting, fishing, or hiking the outdoors.

At my core, I strive to be a man of character, faith, and service to others. My mission is to help business owners, professionals, and families maximize their wealth, minimize taxes, and build a financial legacy they can be proud of. If you’re looking for someone who values trust, integrity, efficiency, and results, I’d be honored to work with you.

My Journey

Early in my career, I was blessed to have been mentored by two exceptional advisors with a combined 90 years of experience in the financial services industry. These professionals are sought after all across the country by countless individuals for their expertise in financial planning and tax free strategies. Their deep knowledge allows them to seamlessly collaborate with financial advisors, CPAs and tax attorneys, helping clients structure their finances with precision. Learning from them was indispensable in my development, giving me the ability to navigate complex financial strategies while always prioritizing what’s best for my clients.