Thoughtful Financial Guidance for Today and Tomorrow
"I've had the pleasure of working with Josh Smeltzer at Sides Wealth Advisory Group for many years, and I can confidently say that his knowledge of financial planning and investment strategies is exceptional. Josh has a deep understanding of a wide range of financial instruments and takes the time to clearly explain options in a way that's easy to understand and aligned with your long-term goals.
Beyond his expertise, Josh is incredibly personable, responsive, and easy to work with. He consistently demonstrates a strong work ethic and a genuine commitment to his clients' financial well-being. It's clear that he works tirelessly to ensure those he serves are thoughtfully positioned for both present needs and future financial success. I highly recommend Josh and the Sides Wealth Advisory Group to anyone looking for a trusted, knowledgeable financial advisor who truly puts their clients first."
-Will
This statement is a testimonial by a client of the financial professional as of 3/23/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Confidence through life's Changes
"I can't say enough good about this business. Brock was advisor to my husband with his years at Fox Pools. I was rarely involved, content to let my husband and Brock work it all out. Larry trusted Brock implicitly, and therefore, since Larry recently passed, I was just "out there" with out finances, but have the best money manager I can ever imagine in Brock. I am learning, slowly, but with his guidance (and patience!) I have peace and confidence in not only Brock, but in this company. I also must give a shoutout to Jessica, who also has extreme patience with my questions and she is always on top of things. I am so thankful for this Group!"
-Barb
This statement is a testimonial by a client of the financial professional as of 3/27/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Supporting Small Businesses With Retirement Planning Solutions for Their Employees
"Josh and his team have been great to work with in helping us manage our company retirement accounts. Highly recommend!"
-Tim
This statement is a testimonial by a client of the financial professional as of 3/27/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.