Grand Rapids, MI
Serving families locally and across Michigan.
Plan with a local advisor.
Joshua Richline works with families in Grand Rapids, MI and surrounding communities to build plans that fit today and prepare for what's ahead.
Family focused
Helping you make confident decisions for the people who matter most.
Fiduciary standard
Independent advice. Always in your best interest.
About Joshua
Guidance with a personal center.
Joshua works with families who want intentional, evidence-based financial guidance.
He focuses on clarifying goals, structuring decisions, and building habits that sustain long-term progress.
His conversations are honest, calm, and grounded in long-term thinking.
Schedule
Pick a time with Joshua.
Find a time below that works for you. Prefer a new tab? Open the calendar directly.