Josh Bentz, CFP®

Financial Advisor

“It is important to me to put clients first and build relationships with them—Truepoint and Commas allow me to do exactly that. I am proud to be part of a group of people who are so cohesively dedicated to maintaining strong values and culture, for clients and for each other!”

    Josh’s Story

    As a financial advisor with Commas, Josh provides comprehensive financial planning for clients. He enjoys getting to know individuals and families so he can give specific, meaningful advice. He believes in being a fiduciary and doing what is in the best interest of clients.

    Josh started his journey in the financial services industry as an undergraduate at Purdue University through an internship at a local financial planning firm. Prior to joining the Commas team in Cincinnati, he worked as a lead advisor for a fee-only registered investment advisory firm in the Indianapolis area.

    In his spare time, Josh enjoys traveling, having visited various cities and countries since graduating college. He is also an avid sports fan, especially when it comes to his Boilermakers. Josh lives in Cincinnati with his wife and son.


    Specialties: behavioral finance, goal setting, holistic financial planning

    Education

    Purdue University, BS, Financial Counseling & Planning

    Designations

    CERTIFIED FINANCIAL PLANNER™

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