Lipson Financial Group

ide personalized, unbiased advice to our clients. We believe in empowering our clients with knowledge, helping enable them to make confident decisions that nurture their businesses, reduce their taxes, manage their risks, and safeguard their legacies. We employ a team-based, multidisciplinary approach. Lipson Financial Group has cultivated relationships with like-minded advisors and often collaborates with our client’s trusted professionals, such as CPAs and attorneys, to deliver comprehensive financial solutions. Josh Lipson – Founder & President

Josh is the driving force behind our firm. He takes immense pride in developing long-term relationships with clients and providing ongoing support as their needs evolve. Josh’s goal is to help clients keep more of the money they work so hard for by reducing their taxes, managing their risk, growing their wealth, and protecting their legacy by remaining laser-focused on their unique situations and assembling a dedicated team to support them. Josh’s journey in the financial services industry began in 2001 as a finance and lending professional. In 2008, his focus shifted to risk and wealth management. In 2011, he joined Karr Barth Associates and later founded Lipson Financial Group in 2015 as an independent financial services firm that focuses on tax reduction strategies, risk management, and estate planning. Josh and his wife Jenn are alumni of the University of South Carolina, where Josh earned a Bachelor of Science in Business Administration

Professional Development

Josh Lipson is deeply committed to his craft and actively participates in the financial industry. He is a member of the Society of Financial Service Professionals, a venerable non-profit organization dedicated to assisting its members in helping individuals, families, and businesses achieve financial security. Josh’s contributions to the industry include speaking engagements at the Society’s annual Clinic for Financial Professionals and published articles in the Journal of Financial Service Professionals. He has also served on the Society’s Insurance Engagement and Understanding Initiative, a sub-committee committed to developing guidelines for financial professionals to serve their clients’ best interests with the utmost moral and ethical standards. Community Involvement

Beyond his financial endeavors, Josh is passionate about giving back to the community. He has served as a board member of the Center for Advancement in Cancer Education, an organization dedicated to reducing cancer rates through lifestyle and environmental choices. His commitment extends to other non-profit work, including the American Heart Society, Operation Yellow Ribbon, and various charitable initiatives.