portrait of Josh Golston
FINANCIAL ADVISOR

Josh Golston

CFP®, AAMS™
29765 SW Town Ctr Lp W, Suite 2, Wilsonville, OR 97070opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Portfolio Reviews

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Camping
  • Hiking
  • Vintage Cars
  • Archery
  • Outdoor Enthusiast

Team Members

  • Kim Buchanan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(503) 685-9195

Fax

(888) 826-3913

Office Address

29765 SW Town Ctr Lp W
Suite 2
Wilsonville, OR 97070opens in a new window

Mailing address

Po Box 383
Wilsonville, OR 97070

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