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Josh Cutler (CFP®)

Josh Cutler focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Bluestem Financial Advisors is a comprehensive, fee-only personal financial planning firm geared towards serving the needs of middle-America. Our mission is to serve as your trusted advisor to help you make smart choices about money – choices that lead to peace of mind and financial independence.

Additional Information

I attended Eastern Illinois University, where I earned my Bachelor's degree in Finance with a specialization in financial planning. After working for 3 years in the financial services industry, I joined Bluestem in early 2014 and discovered my passion doing fee-only financial planning.

 

As a Lead Advisor at Bluestem, I am driven to help clients remove worry from their financial lives through a hands-on, objective approach to financial planning. I believe in helping clients build a strong financial foundation that leads to financial independence and peace of mind. In addition to my work with clients, I take an active role in mentoring and training new advisors and student interns.

 

Outside of work, I love spending time with my wife Jen and our English Bulldog, Opie. I also enjoy get-togethers with friends and family and like to attend sporting events and concerts, exercise, and play the guitar. 

NAPFA Start Date

April 30, 2015

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1809 Woodfield Drive, Suite A Savoy, IL 61874 Phone: (217) 352-0000 Fax: (206) 338-2264
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