Josh Farmer is the head of financial planning and a founding Partner of Brookstone Wealth Management in Oxford, MA. Josh specializes in comprehensive financial planning through LPL Financial to help his clients pursue their most important life and financial goals. Through an educational process he helps his clients to plan and implement strategies that strive to effectively grow and protect their assets. Josh is able to work in conjunction with each client's established team of advisors such as attorneys and CPAs to pull together a comprehensive plan. Josh and his team help clients with a variety of needs including Investment Management, Asset Protection, Business Growth and Transition Planning, Medicare and Medicaid Strategies, Business Buy/Sell Strategies, and Retirement Income Strategies.
Josh holds a Bachelor of Science degree from Assumption College. He holds the FINRA Series 7, 6, and 63, 65 securities registrations through LPL Financial as well as Life, Accident and Health insurance licenses. He is involved in a number of civic and professional organizations including a past President and current Board Member of The Worcester Chapter of the Society of Financial Service Professionals, a member of the Spencer Exchange Club, and the Sturbridge Optimist Club. Josh is a resident of Auburn, MA where he resides with his wife Amy and sons Jack and Brady coaching football and baseball.