Josh Wardle is a dedicated financial advisor committed to helping individuals and families achieve financial clarity and long-term success. Originally from Pilot Point, TX, a small town just north of Dallas, Josh has always valued strong community connections and personal relationships—principles that continue to guide his work in financial advising today.

A graduate of Central Christian College of Kansas, Josh balanced academics with athletics, earning a scholarship to compete in both cross-country and basketball. He later pursued a master’s degree from Austin Presbyterian Theological Seminary, further strengthening his ability to provide thoughtful and ethical financial guidance.

Josh and his wife, Morgan, moved to Henderson, TX, in 2019, where they’ve built a life centered around family and community. In December 2023, they welcomed their daughter, Lydia June. The Wardle family enjoys spending time with friends, attending local events, and being active members of their community.

Josh began assisting individuals with financial planning in 2020 and became a licensed financial advisor in 2023. He is passionate about helping clients gain a clear understanding of their financial situation and prides himself on acting as a fiduciary—always putting his clients’ best interests first. Through a transparent and client-focused approach, Josh helps individuals and families create strategies to secure their financial future.