Walsh & Associates Email Format

Financial ServicesFlorida, United States11-50 Employees

Walsh & Associates is a financial services firm founded in 1986 by Joe Walsh Jr. to provide financial guidance that is not influenced by product sales. What began as a single advisor and an assistant serving DeKalb, Illinois, has grown to a larger team with a second location in Sarasota, Florida, and a client base across the United States.
The firm follows a client-focused approach to financial planning, helping clients define goals, develop a long-term, personalized strategy, and monitor for market changes and regulatory developments that may require adjustments. Securities are offered through LPL Financial, while Walsh & Associates provides investment advice as a registered investment adviser independent from LPL. The Sarasota-based firm operates within the independent broker-dealer framework and supports clients nationwide.

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