Joshua Short, CFP®, EA
Flat-Fee, Advice-First Financial Planner for DIY Investors & Early Retirees
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Serving Clients Nationwide
Flat-Fee, Advice-First Financial Planner for DIY Investors & Early Retirees
Areas of Focus
- Budgeting
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Joshua Short, CFP®, EA
Hi, I'm Josh Short. I live in East Tennessee with my wife, Amanda, and our two dogs, Molly and Peach—a Lab mix and a Golden Retriever. We love to travel and spend as much time outdoors as possible, whether exploring the beautiful mountains in our area or visiting National Parks across the U.S.I studied Organizational Management in college and have worked in financial services for over 20 years. Personal finance, investing, and retirement planning have always been passions of mine, but discovering the concept of F.I.R.E. (Financial Independence, Retire Early) in 2018 completely changed my perspective on money and life.
That realization led me to become a CERTIFIED FINANCIAL PLANNER® professional and launch OptimalPath Advisors—a firm dedicated to helping others design their ideal financial future.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
- XY Planning Network
Primary Location
Church Hill, TN, 37642
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Offers Advice-Only Services
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free, no-obligation consultation to discuss your goals and see how personalized financial planning can bring confidence and direction to your journey. I look forward to speaking with you.About OptimalPath Advisors
At OptimalPath Advisors, we empower DIY investors with expert financial planning—without sales, hidden fees, or account transfers. If you prefer to manage your own investments but want professional guidance to ensure you're on the right path, we’re the perfect fit.What Makes Us Different?
✔️ Advice-Only, Fee-Only – No product sales and no AUM fees. Just transparent, flat-fee financial planning tailored to you.
✔️ Built for DIY Investors – You stay in control of your investments. We provide the strategies, analysis, and recommendations to help you optimize your financial future. Keep your investments where they are -we provide investment advice without requiring you to move assets.
✔️ Fiduciary Commitment – As a CERTIFIED FINANCIAL PLANNER® professional, I am focused on putting your best interests first—always.
✔️ Holistic Financial Planning – We don’t just focus on investments. We help with cash flow, tax planning, retirement strategies, estate planning, and more, ensuring every piece of your financial puzzle fits together.
Take Control with Expert Guidance
Whether you're pursuing Financial Independence, planning for early retirement, or just want to optimize your financial strategy, OptimalPath Advisors provides the expertise and accountability to help you succeed—while keeping you in control.
Education
Tusculum University, Bachelor of Science, Organizational Leadership
Hobbies and Interests
- Family
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- DIY Investors
- Financial Independence Retire Early (FIRE)
- Gen Y / Millennials
- Young Families
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