Modern Financial Strategy

Client focused financial advice and cutting edge strategies for advisors ready to scale.

 

Advisor Strategies

If you’re an Independent Financial Advisor ready to grow your business, you’re in the right place. Marketing in the Financial Industry can be a challenge, but it doesn’t have to be. With 18 years of industry experience Joshua has the secrets and strategies you need to take your business to the next level.

Wealth Management

Joshua Mauk offers advice and guidance that only 18 years of professional experience can provide. Every decision he makes is based on the best interest of clients, without regard to compensation. In 2022 he co-founded TerraWealth™ a modern financial company with everything you need to build assets, preserve wealth, and leave a lasting legacy.