Broker Check
Josh Gilliam, CKA®

Josh Gilliam, CKA®

Financial Planner/Chief Visionary Officer

Top 5 Strengths – Strengthfinder 2.0 Descriptions:

1. Ideation
2. Strategic
3. Command
4. Individualization
5. Learner

Enneagram Type Eight 

Before becoming co-owner and managing director of Gilliam, Mease & Associates in 2004, Josh began building his planning practice in 1997 with Lincoln Financial Advisors. There he adopted a process that helps individuals and business owners evaluate and make important financial decisions. He is committed to delivering personal, strategic, and holistic advice to his clients and in helping other advisors do the same.

In 2013 Josh was named to the Advisory Council of Securities America Inc. The Securities America Advisory Council creates an opportunity for advisors to provide feedback on the strategy, tactics, and marketing message of Securities America, Inc. Securities America selects members of the advisory council from its top advisors. In 2022, Josh was selected participate in the Advisors Group's inaugural program for ensemble firms. Collectively, participants in the program represent 15 ensemble firms from across the country and are entrusted with managing over $8B in client assets.

Josh is a graduate of Eastern Kentucky University and a Certified Kingdom Advisor®. He maintains the FINRA Series 7 General Securities Representative license and is a licensed life and health insurance agent in several states. Josh has written extensively on personal finance and is creator of the [Fi] Life Framework. Josh and his wife Alison live in Louisville and have three children.