Built for lawyers, by design.
Firefly Wealth Management was founded for one client: the attorney. Here’s who you’ll be working with.
Joshua is a CERTIFIED FINANCIAL PLANNER™ and a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the Cleveland Metropolitan Bar Association (CMBA).
A New Jersey native, Joshua spent three decades building his career in San Francisco before relocating to Cleveland, where he's now based.
He founded Firefly Wealth Management to build the premier financial planning and investment firm for attorneys — at every stage of their career. When you entrust your future to an advisor, you deserve a firm whose strategy evolves as your needs and goals do: guidance you need now, and for years to come.
A finance junior at the University of Florida (minors in accounting and Spanish), Miles works across wealth management and equity research, and serves as VP of Finance Curriculum for the UF Student Investment Club. He graduates in 2027.
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