MY WHY
Why I Became a Financial Advisor
My journey as a financial advisor began in the heart of rural America, helping farming families protect what they’ve spent generations building. Working alongside agricultural communities taught me early on that a person’s financial life is deeply personal, highly multi-faceted, and tied to their family’s legacy. Seeing firsthand how critical thoughtful insurance, tax planning, and succession strategies were to preserving a hard-earned way of life inspired me to expand my practice into comprehensive financial planning.
Today, whether I’m guiding young families building their first nest egg, business owners navigating complex growth, or retirees transitioning into the income phase, I bring that same grounded, keen-eyed approach to uncovering blind spots and protecting every client’s lifelong legacy.
My Focus
A Grounded Approach to Financial Planning
Financial planning goes beyond portfolio returns. I integrate family needs, estate planning, and corporate/business interests into one cohesive roadmap, so the different parts of your financial life work together from a holistic, comprehensive perspective.
Investment and wealth-transfer decisions carry tax consequences. Through tax-intelligent planning, we can proactively structure strategies to optimize tax efficiency across your portfolio and estate.
Effective advice requires a keen eye for detail. I focus on identifying blind spots in high-impact areas that traditional, surface-level planning often overlooks.
Finally, it’s about regular life-stage alignment: As your priorities evolve from building wealth to preserving and distributing it, your strategy updates dynamically to protect what matters most.
About Joshua
Joshua Robinson joined Forum Financial Management in 2026 as a Financial Advisor. Now with more than 25 years of experience in the financial services industry, Josh began his career at Conseco before he transitioned to Northwestern Mutual. Driven by a desire to offer clients broader solutions, he joined Terra Securities, drawn to its investment philosophy and the range of resources it offered clients. To gain greater autonomy in serving his clients and building on the investment principles he valued most, Josh co-founded PR Wealth Management in East Moline, Illinois. He brings that same disciplined approach to his practice at Forum today.
Josh works with clients across the full spectrum of their financial lives, tailoring strategies to their current stage and long-term vision. He helps early-stage wealth builders establish a foundation, optimize cash flow, and implement long-term savings and growth strategies. He supports business owners and established families as they manage multi-faceted financial lives involving family protection, equity/business assets, and complex tax considerations. Josh also guides distribution-phase retirees, individuals who are transitioning from a lifetime of saving to pursuing consistent, tax-smart retirement income.
Josh is actively involved in serving and giving back to his community across professional, civic, and faith-based organizations. He currently serves on the board of directors for Short Hills Country Club and recently served on the board of the Quad City Estate Planning Council, where he collaborated with fellow professionals to advance estate planning standards in the region. Additionally, Josh and his wife volunteer regularly in the children’s ministry at Coram Deo Bible Church in Davenport, Iowa, supporting and mentoring families in their local faith community.
Josh earned a master’s degree in financial services from the Institute of Business and Finance in La Jolla, California.
At home in Moline, life stays lively for Josh, spending time with his wife, their two kids, and their two dogs: a gentle senior Rhodesian Ridgeback and a humorously energetic Labrador.
FREQUENTLY WORKS WITH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally, your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
