Wealth Management

We simplify and manage your financial life
and always act in your best interest.

Running your family finances without a professional financial strategy opens up the potential for serious and expensive mistakes.


But you don’t have to spend your free time wading through the endless supply of questionable financial advice that may not even apply to you.

You can finally stop fearing
the financial unknowns.

Gain confidence with a custom-tailored financial strategy to serve you now and in the future. At Walsh & Associates, we have your best interests at the heart of everything we do.

3 STEPS

to financial confidence:

1. MEET

MEET with us in person, by phone or by videoconference. Let’s see if we’re a good fit for each other.

2. SHARE

SHARE your financial dreams and worries. We have an abundance of tools that we’ll use to put your financial life in order.

3. IMPLEMENT

We create a custom financial strategy, manage your money and help IMPLEMENT your strategy over your lifetime.

We’re fiduciary financial advisors–that means we want what’s best for you.

Since 1986, we have been helping our clients prepare for the financial events they knew were coming (and get through the ones they weren’t expecting). And thanks to our clients, we are gaining national recognition for our work. CEO Joe Walsh Jr. has received the following awards:

  • 2020 Forbes Best-In-State Wealth Advisor1

  • 2020 Financial Times 400 Top Financial Advisers2

  • 2019 Financial Times 400 Top Financial Advisers2

Joe founded Walsh & Associates for people seeking financial guidance without product or sales influence... Read more

DISCLOSURES:
1) The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
 
2) The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

Florida

2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237
941.952.1188 p
941.952.1184 f

HOURS: M-F, 9:00-5:00 ET

Illinois

444 E. Hillcrest Dr., Ste. 230
DeKalb, IL 60115
815.748.2130 p
815.748.3401 f

HOURS: M-F, 9:00-5:00 CT

Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor. Walsh & Associates is a separate entity from LPL Financial. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CA*, CO, DC, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI and WV.
 
*JOSEPH PATRICK WALSH JR, whose state of domicile is Florida and principal place of business is the Sarasota, Florida address above, holds CA Insurance #0I66674.