"My why for working in wealth management is walking with people on their financial journey. There is great joy in helping a client accomplish their goals and advise them during the major inflection points in their lives. Managing finances can be very stressful and I want alleviate as many of the hurdles as possible so clients can feel confident with their decisions."
As a Senior Wealth Advisor at Mission Wealth, Joshua Vaughan works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Joshua delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Joshua leverages his expertise to provide clients with tailored advice and guidance.
Learn About Joshua Vaughan
Professional Background
After college, Josh fulfilled a lifelong dream of playing in the NFL for six years, mostly with the Carolina Panthers and Atlanta Falcons. Post-NFL, he transitioned into wealth management working for a national broker-dealer for two and a half years. He briefly returned to the NFL as a scout in Detroit before spending the next six and a half years at a large financial planning firm in Atlanta. Josh has a Series 66 license and has earned his CERTIFIED FINANCIAL PLANNER® designation.
Personal Pursuits
Josh is married to his wife, Amber, and they have three children (two sons, Levi and Caleb, and a daughter, Kendall). He enjoys coaching youth sports in his community, staying connected to the NFL through alumni events, and engaging in public speaking and appearances. In his free time, he also enjoys attending sporting events and staying active through fitness training.
Community Impact
Josh is actively involved with the Professional Athlete Outreach, a ministry dedicated to serving current and former professional athletes. He also volunteers as a youth coach for Buford sports programs, including football, basketball, and baseball. He is passionate about supporting autism-related causes and enriching the lives of underserved youth.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.