As the Managing Principal of Muirfield Wealth Advisors, Josh Bailey combines a lifetime of exposure to the financial industry with over a decade of dedicated advisory experience. After earning his B.S. in Finance from East Carolina University and obtaining the CERTIFIED FINANCIAL PLANNER™ designation, Josh has built a practice centered on the fiduciary standard and clinical precision in planning.
Josh specializes in the "four pillars" of wealth management: retirement income planning, portfolio management, income tax strategies, and charitable & estate planning. His investment philosophy is rooted in managing risk through transparent, cost-efficient strategies strictly aligned with each client's unique goals and priorities.
Through his holistic financial planning process, Josh focuses on a simple outcome: helping clients worry less so they can enjoy life more.
Beyond the office, Josh is passionate about improving financial literacy in K-12 schools. Residing in south Charlotte, he enjoys golf, motor sports, and spending time with his family at Wrightsville Beach.