Josh founded Ohr Private Wealth to create an advisory practice rooted in trust, long-term perspective, and meaningful client relationships.
Josh holds an MBA and CFP® certification, with prior experience in Senior Portfolio Management roles, bringing institutional investment leadership and personalized advisory depth to his practice.
Over the course of his career, Josh has guided individuals and families through liquidity events, multi-generational planning, concentrated equity exposure, and evolving tax environments. His work has focused on helping clients make confident decisions at consequential moments—balancing opportunity with risk, and complexity with clarity.
His approach blends technical expertise with emotional intelligence. Clients value not only his strategic insight, but his patience, perspective, and willingness to have direct, thoughtful conversations when decisions carry weight.
Josh believes the best financial guidance reduces anxiety, strengthens perspective, and empowers families to move forward with confidence—not just for today, but for years to come.
Josh is an inaugural member of the Nasdaq Advisor Council, where he advises on portfolio strategies, leads expert panels, and shares portfolio insights and commentary. He was recently recognized amongst etf.com’s Top 100 Financial Advisors. Josh also serves as co-chair of the Investment Committee at JKHA, where his children attend school.
“Ohr” is the Hebrew word for light—representing clarity, guidance, and trust.
At its core, financial planning is not simply about numbers. It is about helping people see clearly – to understand where they stand, what matters most, and how to move forward with confidence.
Ohr Private Wealth was founded on these beliefs: that thoughtful guidance illuminates uncertainty, provides steady perspective to decisions that shape long-term outcomes, and brings transparency to complex financial decisions.
At Ohr, we strive to be the light.
Ohr (/ôr/)
Boutique Attention. Institutional Support.
Ohr Private Wealth partners with Savvy Wealth, a modern wealth management platform that provides the technology, investment infrastructure, and operational support powering our client experience.
This partnership allows us to pair personalized, relationship-driven advice with the research, scale, and operational strength of an institutional platform.
What This Means for Clients:
Institutional investment resources
Operational and compliance support
Robust custodial and reporting systems
Advanced portfolio management technology
Partnered With
Our Team
Miranda serves as a Client Service Associate for Ohr Private Wealth, where she helps deliver a thoughtful, high-touch experience for clients and their families. Miranda supports clients and advisors across onboarding, account administration, and ongoing service needs. She is known for her organization, responsiveness, and commitment to delivering a seamless client experience.
Miranda earned her degree from Purdue University, and is passionate about continuing her professional development within the wealth management industry.
Senior Client Service Associate
Miranda Petersen
Intentionally limited. Structurally focused.
We are not built to scale. We are built to advise. We prioritize long-term partnerships and proactive communication. Every plan is integrated. Every decision is considered within the broader context of a client’s life.
We do not chase headlines.
We do not rely on jargon.
We do not treat financial planning as a transaction.
Instead, we provide steady counsel designed to bring structure and clarity to complex decisions.
A Calmer Approach to Wealth.
If you’re seeking steady guidance and a long-term advisory relationship, we welcome a conversation.
No pressure. No obligation. Just clarity.