Joshua Kloewer

Joshua's Bio

Josh joined Perigon in January 2025, serving as a Trading Associate where he managed daily operations and complex financial modeling. Now, as a Financial Planning Associate, Josh leverages his analytical background to develop comprehensive, data-driven wealth strategies that help clients navigate their long-term financial goals with confidence.

With nearly six years of experience in the financial industry, Josh has played a key role in launching and expanding an RIA, trading for a hedge fund, and managing his own book of business. He holds a bachelor’s degree from Iowa State University and is currently pursuing his CFP® certification.

Originally from a small town in Iowa, he relocated four years ago and currently resides in Nashville.

Outside of work, Josh enjoys cooking, hiking, golfing, traveling, and exploring new restaurants.

Joshua's Team