LEADERSHIP

Joshua believes that clients can achieve long-term financial security when they have clarity and an understanding of their ideal vision for the future. Joshua and the ArisGarde team use a distinct and creative approach in the areas of personal, estate, and business planning.  He takes the time to educate clients so that they can make informed planning decisions and become more active participants in a collaborative process. If you have a complex and dynamic problem facing you, he is the one you want to have in the room.

 

He launched ArisGarde in 2021 to create an organization where independence and creative ideas are on the forefront for clients and to deliver advice to clients in a more meaningful way. After starting his career in financial services in 2008, he recognized the importance of coordination and preparation for the best of times and, when the going gets tough. He frequently works with clients legal and accounting teams to provide a cohesive approach with other disciplines to help ensure clients have the best outcomes for the long-haul. A commitment to excellence and continuous improvement are what sets him apart in his industry and beyond. 

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Joshua frequently lectures on various planning topics to local health-care organizations and business associations. Staying committed to giving back to his industry, he has also spent time mentoring other advisors and providing seminars to share his experience on practice management In addition, he writes articles on topics such as § 409A, Non-Qualified Deferred Compensation and business planning for various publications including TaxStringer (NYS Society of CPA’s online publication).

 

Joshua is a member the New York Staffing Association (NYSA) as an industry partner, multiple construction associations and also serves on the board of directors for the Elias A. Cohen Foundation as well as the Tranquillity Endowment Fund, which provides resources to a children’s summer camp in upstate New York. 

 

​A Long Island native, Josh, his wife, and three children live in Syosset and are active members in their community. In his spare time, he enjoys weightlifting, playing golf and watching his favorite sport, Rugby.