Joshua Houle, Wealth Manager & Social Security Planner

Joshua Houle is a dedicated Wealth Manager at Houle Wealth Management, serving families and business owners across the United States, particularly in the scenic Monadnock Region of New Hampshire. With a personal journey that transformed him into a financial advisor, Joshua brings a unique perspective to wealth management, one fueled by a deep commitment to ensuring financial security for those he serves. As a father of a child with special needs, he understands the importance of planning not just for oneself, but for future generations who may require ongoing support.

Since 2011, Joshua has built a thriving practice by focusing on comprehensive financial planning, including retirement strategies, college savings, insurance needs, as well as estate and tax planning. His clients benefit from his expertise and personalized approach, as he strives to provide clarity and confidence in navigating their financial futures. Trusted and respected in his field, Joshua cultivates strong relationships rooted in mutual trust and understanding, helping clients achieve their financial goals.

Joshua Houle has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.

Growing up in a sports-centric family in Sanford, Maine, Joshua's early experiences shaped his strong work ethic and competitive spirit, qualities he employs in his role as a financial advisor. He is actively involved in his community, serving as the assistant coach for the Keene High School Unified soccer team and leading initiatives to combat childhood hunger. When he’s not advising clients, Joshua enjoys playing soccer, tennis, squash, and skiing, as well as pursuing his passion for woodworking and classical guitar.

With his comprehensive knowledge and genuine dedication to helping others, Joshua Houle is your go-to Wealth Manager for effective financial planning and social security guidance. Trust him to help you secure a brighter financial future for you and your loved ones.

Contact Joshua