Joshua M. Beachler, CFP®

Joshua M. Beachler is a Wealth Advisor at Clearwater Capital Partners. He joined the firm in 2019 after starting his Wall Street career with Merrill Lynch, where he gained experience in client management, wealth planning, and business development. In 2018, Josh was invited to the Merrill Lynch Financial Advisor Development Program (FADP) Excellence Conference in Dallas, Texas.

After three years with Merrill Lynch, Josh moved to Clearwater Capital Partners, recognizing the need for a more personalized approach to wealth management. At Clearwater, he works with a diverse range of clients, including entrepreneurs, retirees, corporate executives, doctors, and charitable foundations. He also collaborates with the firm’s executive partners on family office relationships and supports the next generation of wealth.