Josh Rivlin, Wealth Manager and Partner with The Rivlin Group, believes in exploring financial technology to find new ways to increase efficiency and provide more meaningful, real-time advice and customized solutions for his clients. He combines this with a passion for innovation and ethical service that has developed since he first started working at his father’s CPA office when he was 15 years old.
Along with his Bachelor’s degree in communication and his Master’s in Accounting and Business Advisory Services, Josh holds Series 7, Series 66, and Life & Health Insurance licenses. He is a member of AICPA, MSATP and the Financial Services Institute. He also joins elite company as a member of the Beta Gamma International Honors Society and a 2017 Five Star Professional – Wealth Management Award Winner in Baltimore Magazine.
In 2016, Josh joined his father and brother to establish The Rivlin Group, a CPA & Wealth Management Multi-Family office specializing in providing advice and services for wealthy families through a comprehensive planning approach. They are affiliated with The Atlantic Financial Group, one of the largest supervisory groups within Cambridge Investment Research Advisors, delivering support with the mindset of independence first.
In his spare time, Josh enjoys time with his family and friends, dining, traveling, baseball, football, playing golf, gadgets, and spending time in Hampden, the neighborhood where he resides in Baltimore City.
** To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.
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