JT Financial Group is a full-service, fee-based, financial firm, committed to helping people pursue their financial goals. We specialize in Comprehensive Retirement Planning and Wealth Management. We take planning first, product (investment & insurance) second. Our firm recognizes that one size does not fit all. Since we are independent and fee-based, it allows us to be investment agnostic. Which is to say that each client is unique and each client deserves their own roadmap to their goals and we support that by utilizing whatever products are best for the client. Every client starts with a Personalized, Values-Based, Financial Plan that serves as our Financial Roadmap on the journey to reaching their goals. We offer relevant, personalized advice, based on disciplined investment principals. Our wealth management program utilizes a variety of experienced money managers, a wide range of investment products, and highly rated insurance companies. Guiding Your Journey is our purpose for being.
Josh Tirado started in the financial industry as an intern for New York Life during his sophomore year in college. Graduating in 2000 from Moravian College with a degree in Business Management, he quickly opened up his own office. Josh realized that a fee-based Fiduciary approach was best for his clients and would allow him to build the type of firm that would create value for everyone involved. He has been an independent advisor working on creating value for his clients ever since. In 2016, Josh, his wife and two daughters moved down to Cary, NC. While he maintains his clients in the northeast and visits them regularly, his family really enjoys their new home and Josh’s focus is on helping new clients in the Triangle area.