Business Page
Wealth In Yourself
Tax & Financial Services
5.0 stars
7 Reviews
Markets served
Nationwide
Except the following states:
Louisiana
Licenses, Designations or Certificates
MS - Masters in Advanced Financial Planning: Concentration in Life Planning CFP® - CERTIFIED FINANCIAL PLANNER CFT™ - Certified Financial Therapist APFC - Accredited Personal Financial Coach ACC - Associate Certified Coach through the International Coaching Federation
About us
Wealth In Yourself is a flat-fee fiduciary financial planning firm built for first-generation entrepreneurs and real estate investors with $3M to $30M in net worth. Most financial firms charge a percentage of your portfolio. We don't. Flat fee, full fiduciary, no commissions — ever. The incentives are aligned from day one. We start with your life, not your money. What does the ideal version of your life actually look like? What does the portfolio need to do to make it possible? That's where every engagement begins — not with a product recommendation. Our clients are builders. They didn't follow someone else's path to get here and they're not looking for someone to hand them a generic financial plan. They want a partner who understands the complexity of owning a business, holding real estate, navigating tax strategy, and building something that outlasts them. Services include comprehensive financial life planning, tax strategy coordination, real estate financial analysis, entity structuring guidance, and behavioral financial therapy — the piece most advisors skip entirely. Flat fee. Fiduciary. No exceptions. Book a complimentary intro call: https://links.wealthinyourself.com/widget/bookings/wiy-15-min-call
Specialties
Financial Planning
Fee-only
Retirement Planning
Estate Planning
Self-directed IRA
Wealth Management
Tax & Accounting
Tax planning & strategy
RE Professional Status
Cost Segregation
STR Loophole
MultiState Taxes
Foreign Investment
1031 Exchange
721 Exchange
Creative Financing Tax
Business Taxes
Reviews (7)
5.0 stars
7 Reviews
5.0 stars
7 Reviews
0.0 star
0 Reviews
5.0 stars
3 months ago
Reviewed by
Vivien Haake
We chose Josh from Wealth in Yourself as our financial advisor primarily because of his strong real estate background, and it has been one of the best decisions we've made. Josh is knowledgeable, responsive, and takes the time to understand our financial goals and situation. His expertise in both financial planning and real estate investing has been especially valuable for our family. We appreciate his proactive approach and the clear guidance he provides. Highly recommended for anyone looking for a trusted financial advisor who truly cares about helping clients build long-term wealth.
5.0 stars
11 months ago
Reviewed by
Menghan Xu
It's awesome having Josh as an unbiased advisor in making some of the biggest financial decisions of my life.
5.0 stars
2 years ago
Reviewed by
Gerard Okoh
Josh demonstrated an incredible ability to actively listen to our financial goals and concerns. His attentiveness made us feel truly understood and valued.
He went above and beyond to craft a personalized financial plan that addressed both our immediate needs and long-term aspirations. He also was able to setup a new 401k account and assisted us in setting up a family trust to secure our assets. He has a lot of resources at his fingertips and is always willing to share information. He consistently checked in with us, promptly addressing any questions or adjustments needed along the way. His transparency and clear communication built a strong sense of trust and reliability.
I highly recommend Josh for your CFP needs!
5.0 stars
2 years ago
Reviewed by
Paul Girard
We highly recommend Wealth in Yourself! Josh really brings the process to your level, educates and explains things making planning for our future not only easier but exciting ! We’ve seen a significant increase in our financial wealth in just a year and are well on track to meet all our goals! Thanks Josh for all the guidance and advice!
5.0 stars
2 years ago
Reviewed by
Ben T.
I only wish I would have found this sooner! Only stared about 30 days ago but already have way more organization than before I have a budget, a realistic plan and a way better mindset/relationship with money. Josh is really easy to talk to, super knowledgeable and flexible too. Well worth the money I will definitely be a long term Client!
5.0 stars
Edited 2 years ago
Reviewed by
Stevie D
“I recently had the pleasure of working with Josh St. Laurent as my Certified Financial Planner, and I couldn’t be happier with the experience. Josh’s expertise and attention to detail were evident from our first meeting. He took the time to understand my financial goals and crafted a comprehensive plan tailored to my needs. Throughout the process, Josh was proactive in communicating updates and providing valuable insights to help me make informed decisions. His professionalism and dedication to his clients are truly commendable. I highly recommend Josh St. Laurent to anyone in need of financial planning services.”
5.0 stars
3 years ago
Reviewed by
Carole DeLong
It is so nice to have a financial advisor that I can trust. I love how Josh provides different options for us and does not pressure us into a single direction with our investments his fee structure saves us money as well. I highly recommend Josh.
5.0 stars
3 months ago
Reviewed by
Vivien Haake
We chose Josh from Wealth in Yourself as our financial advisor primarily because of his strong real estate background, and it has been one of the best decisions we've made. Josh is knowledgeable, responsive, and takes the time to understand our financial goals and situation. His expertise in both financial planning and real estate investing has been especially valuable for our family. We appreciate his proactive approach and the clear guidance he provides. Highly recommended for anyone looking for a trusted financial advisor who truly cares about helping clients build long-term wealth.
5.0 stars
11 months ago
Reviewed by
Menghan Xu
It's awesome having Josh as an unbiased advisor in making some of the biggest financial decisions of my life.
5.0 stars
2 years ago
Reviewed by
Gerard Okoh
Josh demonstrated an incredible ability to actively listen to our financial goals and concerns. His attentiveness made us feel truly understood and valued.
He went above and beyond to craft a personalized financial plan that addressed both our immediate needs and long-term aspirations. He also was able to setup a new 401k account and assisted us in setting up a family trust to secure our assets. He has a lot of resources at his fingertips and is always willing to share information. He consistently checked in with us, promptly addressing any questions or adjustments needed along the way. His transparency and clear communication built a strong sense of trust and reliability.
I highly recommend Josh for your CFP needs!
5.0 stars
2 years ago
Reviewed by
Paul Girard
We highly recommend Wealth in Yourself! Josh really brings the process to your level, educates and explains things making planning for our future not only easier but exciting ! We’ve seen a significant increase in our financial wealth in just a year and are well on track to meet all our goals! Thanks Josh for all the guidance and advice!
5.0 stars
2 years ago
Reviewed by
Ben T.
I only wish I would have found this sooner! Only stared about 30 days ago but already have way more organization than before I have a budget, a realistic plan and a way better mindset/relationship with money. Josh is really easy to talk to, super knowledgeable and flexible too. Well worth the money I will definitely be a long term Client!
5.0 stars
Edited 2 years ago
Reviewed by
Stevie D
“I recently had the pleasure of working with Josh St. Laurent as my Certified Financial Planner, and I couldn’t be happier with the experience. Josh’s expertise and attention to detail were evident from our first meeting. He took the time to understand my financial goals and crafted a comprehensive plan tailored to my needs. Throughout the process, Josh was proactive in communicating updates and providing valuable insights to help me make informed decisions. His professionalism and dedication to his clients are truly commendable. I highly recommend Josh St. Laurent to anyone in need of financial planning services.”
5.0 stars
3 years ago
Reviewed by
Carole DeLong
It is so nice to have a financial advisor that I can trust. I love how Josh provides different options for us and does not pressure us into a single direction with our investments his fee structure saves us money as well. I highly recommend Josh.
