Professional

Josh was born and raised a mile down the road from his family's farm in a small community west of the Peoria area. From an early age he was taught life lessons that have become the foundation of his core values: Integrity, Hard Work, Humility, Growth and Generosity.

Today he and his wife Nikki live in Peoria, Illinois with their two children Benjamin and Ava. Josh enjoys spending time with his family, coaching Ben and Ava's sports, fitness, reading, and travel. Josh began his career as a college intern in 2002 while studying finance at Bradley University. His journey to being both the Founder of Waite Financial Group and the Managing Director of the Northwestern Mutual-Greater Peoria office has given him a passion for helping those he leads become all God has called them to be. Additionally, Josh is a national speaker.

His passion for learning has lead to him earning the following designations:

  • CFP® CERTIFIED FINANCIAL PLANNER™ professional
  • CLU® Chartered Life Underwriter
  • ChFC® Chartered Financial Consultant
  • CAP® Chartered Adviosory in Philanthropy

While I have clients in a variety of careers, I have unique expertise and experience with two markets in the Peoria area: managers at Caterpillar Inc. and physicians.

Caterpillar Inc.

  • In-depth knowledge of Caterpillar compensation and benefit programs, including non-qualified deferred compensation plans, pensions, EIP-1, 401(k) and Roth 401(k), equity compensation/ target ownership.
  • Comprehensive approach to financial planning with regular retirement planning model updates to test and help validate assumptions.
  • While we are based in Caterpillar’s backyard in downtown Peoria, IL, we have the technology and flexibility that allow us to add value to our Cat clients who live here and across the globe.

Medical/Dental Professions

  • Student loan refinancing and debt repayment.
  • Comprehensive financial planning with regular stress tests to keep you on track for retirement and keep your investments in line with both your values and risk appetite across your career, all while attempting to minimize tax exposure.
  • Disability insurance to protect one of your most valuable assets: your income. Northwestern Mutual disability insurance offers patented coverage that protects your unique set of skills and knowledge. To learn more visit: Disability Income Insurance Knowledge Center.

Joshua T Waite, CFP®, CLU®, ChFC®, CAP®
Wealth Management Advisor


Waite Financial Group

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck