Josh Mounce

“Do not go where the path may lead; go instead where there is no path and leave a trail.” 

– Ralph Waldo Emerson

Josh Mounce, AIF®, Financial Advisor

With over 5 years of experience as a financial advisor Mr. Mounce works with a wide array of families and corporate clients.  Josh has previously worked for Raymond James Financial and Citizens Securities, Inc.

Josh focuses on providing objective financial advice to every individual, family, and business he works with to help grow and preserve their wealth.  He also will analyze individual plan participant’s portfolios asset allocations strategy to better align with their exact needs.

Josh lives in Cranberry township with his wife Samantha.  In his free time, Josh can usually be found attending local sporting events.


  • Youngstown State University – Finance, Certified Financial Planning Track


  • Accredited Investment Fiduciary
  • FINRA Series 7 and 66 Licenses
  • Life, Accident, and Health Insurance Licenses

Mr. Mounce’s email address is

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