Josh Harrison founded TruePath Financial Design after more than two decades in financial services with one clear goal: to return financial planning to a relationship built on trust, access, and personal accountability.

He began his career in banking at a time when financial guidance was rooted in local relationships and long-term continuity. As the industry moved toward increasingly corporate models, Josh recognized that many clients were receiving information but lacked the clarity needed to make confident decisions. He chose to establish an independent practice so he could work more closely with the individuals and families he serves, without the limitations of a transactional environment.

Josh believes financial planning is a responsibility that extends beyond managing accounts. His work is centered on helping clients build sustainable income in retirement, protect what they have worked hard to earn, and move forward with a clear understanding of their financial position. His approach emphasizes structure, consistency, and honest communication throughout every stage of the planning process.

As Founder, Josh sets the vision and direction of the firm while working alongside the leadership team to maintain a culture grounded in integrity, accessibility, and long-term stewardship. He remains committed to designing straightforward plans that support stability in retirement and allow clients to move into the next phase of life with confidence.