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Office of F5 Financial Venice fee-only financial advisor

F5 Financial announces our new Venice, FL office!

By: Curt Stowers

Naperville, Illinois (June 19, 2020) – F5 Financial is pleased to announce the opening of our new Venice office, located at 871 Venetia Bay Blvd., Suite 234 and led by Josh Duncan, a fee-only fiduciary financial advisor.

Curt Stowers, founder of F5 Financial said, “I have known Josh for over a decade. His character is impeccable, and he has a unique blend of technical and interpersonal skills that make him perfectly suited as a leader in financial planning. His life experiences as a husband, father, and corporate executive enable him to build and implement plans that are practical and effective for families.”

Why we chose Venice

When asked why F5 Financial chose Venice, Josh Duncan had this to say: “Opening a new location in the ‘City on the Gulf’ is a great way to expand our firm in an area that aligns well with our holistic focus on achieving financial freedom while pursuing personal significance.”

Duncan continued: “My wife Tammi, the boys, and I are excited to live, work, and play in Venice! The active outdoor lifestyle and fantastic culture have already made us feel at home.”

About Josh Duncan

Josh and Tammi reside with their three sons (Cole, Noah, and Austin) in Venice, Florida. Josh has a BS degree in computer science from Eastern Illinois University, a certificate in financial planning from Boston University, and an MBA from Capella University.

In addition, Josh has completed the rigorous requirements to attain the Certified Financial Planner® designation. The CFP® certification process, administered by the CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

Josh Duncan’s focus is serving corporate executives, entrepreneurs, and families. He says, “My experience to date has shown me that, while finances are important, they are only important in so much as they support our personal visions. What I enjoy most is walking alongside business owners and families to help them enjoy a life of significance.”

About F5 Financial

F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.

Our process begins with an assessment of each client’s goals and vision. We then lead the execution of their financial plan, which includes cash flow management, insurance, taxes, work benefits, education planning, and investment management.

F5 Financial was established to help individuals discover harmony in the most important aspects of their lives. It is our belief that a life Freedom and Significance is founded upon a deliberate lifestyle of creating harmony and balance between the Five Fs—Faith, Friends, Family, Fitness, and Finance.

F5 Financial is headquartered in Naperville, Illinois, with offices in Naperville; downtown Chicago; McDonough, Georgia; and Venice, Florida.

To learn more about the F5 Process, Josh Duncan, and our new Venice office, please visit Josh's webpage. We look forward to connecting with you!

Photo credit: Josh Duncan (F5 Financial)

F5 Financial

F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.

F5 Financial provides fee-only financial planning services to Naperville, Plainfield, Bolingbrook, Aurora, Oswego, Geneva, St. Charles, Wheaton, Glen Ellyn, Lisle, Chicago and the surrounding communities; to McDonough, Henry County, Fayette County, Atlanta and the surrounding communities; and nationally.

We'd love to have the opportunity to hear about your situation. Contact us here to schedule an appointment for a consultation.

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Helping You With

Wealth Preservation – Wealth Enhancement – Wealth Transfer – Wealth Protection – Charitable Giving