Picture a financial advisor who’s equally comfortable analyzing market trends and completing Ironman triathlons — that’s Josh Farmer, Founding Partner and Head of Financial Planning at Brookstone Wealth Management in Oxford, MA. When he’s not crafting comprehensive retirement strategies through LPL Financial or collaborating with CPAs and attorneys on tax-efficient estate plans, you might find him training for his next triathlon, walking the golf course, or spending time with his dogs and his two boys.
A seasoned financial professional with FINRA Series 7, 6, 63, and 65 securities registrations through LPL Financial, Josh brings both technical expertise and a steady, relatable presence to wealth management. His specialty? Turning complex financial decisions into clear, actionable strategies — particularly for retirees and those nearing retirement who want to make thoughtful choices about income, taxes, Social Security, and legacy planning.
Josh’s dedication to discipline and long-term thinking extends beyond the office. Endurance sports have taught him that success rarely comes from short bursts of intensity — it comes from consistency, resilience, and staying focused on the bigger picture. That same philosophy shapes the way he guides families through market cycles, major life transitions, and the evolving seasons of retirement.
A proud Assumption College graduate with a Bachelor of Science degree, Josh combines academic grounding with real-world experience to deliver practical, tax-aware financial guidance. He believes that wealth management is ultimately about stewardship — protecting what you’ve built, making wise decisions with clarity, and creating confidence around the years ahead.