Joshua Coleman

Founder & CEO, Momentum Advanced Planning
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Joshua Coleman, Momentum Advanced Planning

Joshua Coleman is the founder and CEO of Momentum Advanced Planning. He began his career as an analyst for Towers Watson and Morgan Stanley (private equity and hedge fund of funds).

While assisting with the legal, tax, and investment planning strategies for his own family office, Joshua became drawn to the world of advanced planning. In time, he developed his own designs, which were leveraged across captive and structured product markets, and Momentum Advanced Planning was born.

Joshua is passionate about bringing elite capabilities in advanced tax and legal planning, actuarial design and insurance architecture to advisors working with high net worth families and highly profitable business clients. Joshua earned his degree in Finance and Mathematics from Villanova University. In his spare time, Josh spends time with his wife and their twin children.

Stories by Joshua Coleman

Advisor Perspective: Why We Do Business with Penn Mutual

By Joshua Coleman | December 16, 2014

My family and I operate a consulting company that helps high net worth families and business owners with advanced financial planning.