Josh Maly, CMSA®,FPWM™️

For too long, the Financial Services industry has catered to corporations and the select few individuals who control wall street. It’s time that this industry evolves and takes care of everyday Americans who worked to provide for their family, their retirement and ultimately their legacy”.

Since 2000, Josh has been working in the finance world, however his path was not the traditional one. After studying at Buffalo State University (SUNY), Josh started out processing mergers and acquisitions for a large Regional Brokerage firm. 2 years later he got licensed and started working directly with clients. It was at this point that he realized the disparity in the services offered to the every day retiree. At that point, Josh began focusing his career and working with firms that were willing to stand up against the status quo.

For the past 20+ years Josh has held various roles as a financial advisor, director and VP for some of the largest RIA’s in the country. As the COO of MDRN Capital, Josh is excited to help grow a firm that is uniquely positioned to continue to help everyday retirees. Josh currently holds his Financial Planning and Wealth Management Certification from CFI.

In his Personal life, Josh makes his home in Findlay, OH with his wife Renee. They share 4 children; Meaghan, Nick, Zooey & Megan and spend most of their free time in and around their home spending time with family.

Call Now Button