Broker Check
Josh Ross, MBA, EA

Josh Ross, MBA, EA

Financial Advisor

Welcome! I grew up on a farm near Beach, North Dakota as part of a family of seven. I've been a resident of Bismarck since graduating from the University of Mary with a finance degree. My early career included many years training hundreds of pipeline and utility employees around the four state region. During that time, I enjoyed many financial conversations with pre-retirees. A recurring theme was advisors were handling their investments, but not as helpful with comprehensive retirement planning.

Energized Retirement Planners was formed to fill this void with a specialized team who provide retirement planning that includes not just investment advice but also tax, cash flow, healthcare and estate strategies.

When I’m not assisting clients, my family loves attending school sports and activities or chauffeuring our two dogs, Mia and Brynn, to the river. In my down time, I’m lifting weights, riding mountain bike with friends or playing caddie for my son around the golf course. If you see a muddy red truck with two dogs hanging out the window, it might be me.