Joshua M. Beachler is a Wealth Advisor at Clearwater Capital Partners. Josh began his Wall Street career with Merrill Lynch where he was a financial advisor and developed strong technical skills related to wealth planning for high net worth individuals and families. At Merrill Josh gained experience in client management, wealth planning, and business development. In 2018 Josh, along with other top advisors across the country, was invited to attend the Merrill Lynch Financial Advisor Development Program (FADP) Excellence Conference in Dallas, Texas.
After three years of service, Josh recognized that the financial services industry was evolving rapidly. Clients were rightfully seeking a fiduciary standard of care, more transparency, and tailored solutions that addressed a wide range of their objectives. As an advisor, Josh wanted to develop deeper relationships with his clients without any conflicts of interest. All of this ultimately led him to Clearwater Capital Partners.
Josh graduated Magna Cum Laude from Taylor University in 2016 with a Bachelor of Science in Finance and a minor in economics. Josh was a member of the investment team for Taylor University’s Endowment Fund where he researched and reported on international and domestic equities. While at Taylor, he was also a member of the Beta Alpha Epsilon Society, which recognizes outstanding scholastic achievement in the field of business and finance. In addition to his academic studies, Josh was a three-year starter on the Men’s soccer team and was named to the 2014 and 2015 Capital One Academic All-District team. He was also team captain his senior year and a NAIA Scholar Athlete.
Josh is currently enrolled in the Accredited Wealth Management AdvisorSM (AWMA®) certification through the College for Financial Planning and plans to seek the CERTIFIED FINANCIAL PLANNER(TM) designation in 2020.
Josh is an avid traveler, visiting England, Brazil, and Northern Ireland within the last couple of years. He grew up in South Elgin, IL and graduated from Westminster Christian School in 2008. Josh now lives in Chicago where he stays active with exercise and participating in sports such as soccer, volleyball, and basketball.