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Comprehensive Wealth Management
IL: 815-748-2130 • FL: 941-952-1188






ABOUT US

Walsh LegacyFrom Our Legacy to Yours...

Our Founder, Joe Walsh has more than two decades of experience as a financial advisor, and is the President and CEO of Walsh & Associates. Founded in 1986 with the core belief that the interests of our clients must always come first, our goal is to provide our clients with the information and guidance necessary to make sound financial decisions. As a full service fee-based financial planning firm focused on building a foundation of trust by offering personal service and innovative wealth management strategies, we assist clients throughout the U.S. who want objectivity without any product or sales influence.

At Walsh & Associates, our emphasis on education and industry knowledge to provide the best possible service in the interests of our clients comes from our foundation. As a successful entrepreneur in the restaurant industry, Mr. Walsh began his education in the financial field to better manage his own wealth accumulation. With years of education, numerous certifications, and a consistent stream of friends and family saying, “Go ask Joe, he’ll know,” he left the restaurant industry where he had achieved significant success to pursue sharing his passion of securing financial independence.

Our company has been built primarily through the referral process of “You need to talk to my friend Joe.” As Walsh & Associates prepares to enter a third decade of business, Joe’s ability to convey sound principles that carry through generationally is evident in the team he has built. Not only have his sons adopted the strong principles of finance in their own lives, but have chosen to also pursue careers as members of the Walsh & Associates team.

With almost three decades in the financial services arena and as a family firm ourselves, the team at Walsh & Associates is excited about the future of our business. We have more than just education about building legacy. As time goes on and our firm continues to grow, we are able to offer our services not only to our own clients, but we have become part of that transference of values and wealth for other financial firms. Being entrusted with the responsibility for the financial clients these professionals have served for years is a recognition and an honor.

Florida Location

address2350 Fruitville Rd
       Suite 201 Sarasota, FL
phone Phone: 941-952-1188
fax Fax: 941-952-1184

Illinois Location

address1325 Sycamore Rd
      Suite 201 Dekalb, IL
phone Phone: 815-748-2130
fax Fax: 815-748-3401