About

We are a fee-only and fiduciary advisory firm, serving business owners, retirees, and high earners. With expertise in both investing and tax, we can provide you with the advice and strategies you need to build wealth, minimize taxes, and enjoy the life you’ve created.

Josh Norris, CPA, CFP, CFA

Founder

As a Certified Public Accountant, Certified Financial Planner, and Chartered Financial Analyst, Josh is uniquely qualified to advise clients through a range of complicated financial issues.

He began his career with Ernst & Young in Memphis but has been advising clients through his own firm for over a decade in Jackson.

Josh and his wife, Kenna, enjoy exploring the wine list at local restaurants and venturing to new places. They live in Fondren and attend Northminster Baptist Church.

Education

New York University, M.S.L., Taxation, 2019
University of Mississippi, B.A., B.Accy., magna cum laude, 2009; Phi Beta Kappa

Awards

University of Mississippi Alumni Association Top 40 Under 40, 2022
Mississippi Business Journal Top 50 Under 40, 2019
Mississippi Business Journal Top Entrepreneurs, 2019
Mississippi Society of CPAs, Rising Star Award, 2017
American Institute of CPAs Leadership Academy, class of 2013
Next Generation Leadership Institute, class of 2015

Distinctions

Mississippi Society of CPAs Foundation, Trustee, 2019-present
Mississippi Society of CPAs, State Board Advisory Committee Millennial Chair, 2014-present
Sally McDonnell Barksdale Honors College Leadership Council, 2019-present
Mississippi Society of CPAs, Board of Governors, 2013-2016
Phoenix Club of Jackson, Board of Directors, 2015-2017
Grace City Church, Elder, 2015-2018