Hi! I’m Josh Bennett, CFP®, EA, an unashamed personal finance nerd.
When I graduated from Indiana University, I became fascinated with everything finance. With consistent learning and research, I became a Certified Financial Planning™ Professional to ensure that I could guide the financial health of others.
I started Vincere Wealth as a fee-only practice dedicated to helping families and businesses keep and grow their wealth.
At Vincere Wealth, we help you to live your best life and create a work optional lifestyle. We understand that your personal finances can get complicated. And if life leaves you too busy, finances can get pushed to the side, which makes you feel frustrated and overwhelmed.
We want to help you simplify your finances and make it as easy as possible for you to conquer your goals. We craft a detailed and actionable financial plan that complements your family and career. We provide a thoughtful investment strategy that aligns with your plan. And we believe everyone should feel confident in their financial future, regardless of the size of their investment account.
When not working with families, I enjoy hiking with my wife, Daniella, son Ethan, and our dogs, Manny & Marvin. I also enjoy reading a good book, watching a movie, smoking any type of meat, training for triathlons, or doing some sort of photography.
The function of man is to live not to exist.
I shall not waste my days trying to prolong them.
I shall use my time. - Jack London's Credo
Vincere helps you live your ideal lifestyle by providing financial planning and investment advice that helps you pursue your passion and achieve a "Work Optional" Lifestyle.