Joshua Brooks, CFP®
Fee-Only Fiduciary for Army Leaders in Transition
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Serving Clients Nationwide
Fee-Only Fiduciary for Army Leaders in Transition
Areas of Focus
- Cryptocurrency
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Social Security Optimization
- Taxes
About Joshua Brooks, CFP®
Hi, I'm Joshua Brooks. I'm the founder of Exponential Advisors in Weatherford, Texas, and a Certified Financial Planner professional with over a decade of experience in personal finance.I'm a U.S. Army veteran with 20+ years of service as an infantry soldier and chaplain, and I specialize in empowering clients, particularly veterans and their families, to achieve financial freedom through innovative strategies.
I blend traditional financial planning with cutting-edge tools like digital assets and AI-driven insights, focusing on retirement, tax-efficient investing, estate planning, and cryptocurrency integration.
As an active Army Reserve Chaplain, I've deployed, I've counseled soldiers and families through the hardest seasons of service, and I've made the same transition you're facing now.
I built Exponential Advisors for the leaders I served alongside: a fee-only fiduciary practice where advice answers to you. No commissions, no products, no quotas.
In the final five years of military service, a handful of irreversible decisions arrive faster than the guidance to make them: SBP, TSP, and civilian compensation. Uncoordinated, these decisions create gaps that are difficult and sometimes impossible to close later. My work is to give those decisions back their structure.
As a CFP® professional, husband to Stephanie and father of four boys, my approach is faith-informed stewardship: your family's mission first, always. A graduate of Texas Christian University, Dallas Theological Seminary, and Phoenix Seminary (MDiv), I value faith, transparency, and impact in all I do.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
805 Cedar Elm Ct, Weatherford, TX 76085
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Our first conversation is a complimentary 30–45 minute Talk With Joshua call. We’ll discuss where you are in the military transition window, the decisions already on your plate, and the areas that may need better coordination—such as SBP, TSP, civilian compensation, taxes, insurance, and family priorities. This is not a sales presentation. It is a focused conversation to determine whether Exponential Advisors is the right fit and what next step, if any, makes sense. For those who want a deeper analysis before entering an ongoing planning relationship, the next step may be a paid Tactical Financial Assessment. During that working session, we identify the most important planning gaps, organize the decisions in sequence, and develop a one-page Mission Map with clear priorities and next actions. You leave with greater clarity whether or not we continue working together. Click Book Intro Call above to schedule your conversation.Offers Investment Management
Yes
About Exponential Advisors
Exponential Advisors is a fee-only fiduciary financial planning firm registered with the Texas State Securities Board, founded and led by Joshua Brooks, CFP®, Army veteran, and active Army Reserve Chaplain.Our mission is to serve accomplished Army veterans with elite, faith-aligned, and forward-looking financial planning. We specialize in helping senior military leaders coordinate the retirement transition — specifically the Decision Triangle℠ of SBP, TSP, and civilian compensation — along with VA benefits, healthcare elections, and tax strategy, all on a deadline.
We offer disciplined, low-cost portfolio management, retirement income planning, estate planning, and digital-asset education as a complement to a comprehensive plan. Proudly affiliated with NAPFA, the Financial Planning Association, XY Planning Network, and the CFP Board, we operate on a simple premise: no commissions, no products, no quotas — advice that answers to you.
Education
Dallas Theological Seminary, Graduate Studies, Theology | Texas Christian University, Bachelor's, General Studies | Phoenix Seminary, Master of Divinity (MDiv)
Hobbies and Interests
- Church
- Family
- Movies
- Traveling
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Christians
- Corporate Executives
- Crypto Investors
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Military
- Veterans
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If you our looking for a financial advisor, Josh Brooks is the total package.
So helpful!
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