Josh Flade, CFA
Investment Research & Strategy
Learn More About Josh
As the chief investment officer at Park City Wealth Advisors, Josh Flade shapes portfolio structures, evaluates manager performance, and conducts market analysis and forecasting. Josh began his career at Goldman Sachs, spending four and a half years as an associate in the Credit Research Group. There, he covered central counterparties, financial institutions, and the oil and gas industries across Central and Eastern Europe, the Middle East, and Africa. He then joined Ensign Peak Advisors, where he specialized in fixed income for two and a half years, focusing on financial institutions, real estate investment trusts, and healthcare industries. He also holds a Series 65 license.
At Park City Wealth Advisors, Josh’s practice is distinguished by its client-centered approach and dedication to finding tailored solutions for each client’s needs. He emphasizes thoughtful asset allocation and outcome-oriented investment strategies to improve the likelihood of client success. Josh’s passion for finance and investing, which began during his college years at Brigham Young University, fuels his commitment to helping clients achieve financial freedom.
“I enjoy seeing clients find financial freedom, allowing them the flexibility to pursue happiness”
He believes that providing comprehensive financial solutions is key to helping clients pursue long-term financial goals.
Outside of his professional work, Josh is committed to his community. He is the past president of the Salt Lake Chapter of the BYU Management Society and the CFA Society Salt Lake. He currently volunteers as the chair of programming for the CFA Society Salt Lake and is actively involved as a youth church leader. Josh considers community involvement an essential aspect of personal and professional success and believes giving back is a fundamental responsibility.
Originally from Hailey, Idaho, Josh now lives in Draper, Utah, with his wife, two sons, and daughter. In his spare time, he enjoys reading, camping, hiking, and exploring national and state parks.
Meet Park City Wealth
Founded by Morgan Lemaitre, Park City Wealth Advisors is the culmination of years of financial services industry experience and hard work to build the company she envisioned. Morgan is proud to lead the team at Park City Wealth who are the heartbeat of our firm. Committed to your financial success, we focus on upholding our philosophies and ensuring that each of our clients is treated with the utmost respect and highest standards of service. We know our clients’ aim is to reach financial independence; it’s our goal to guide them with the right direction and proper tools to help them reach that independence.
”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Morgan Lemaitre, CFP®
Founder, CEO
When Morgan Lemaitre, CFP®, first entered the financial services industry more than a decade ago, she wanted be more than just someone her clients called when they need some financial advice. Her goal was to be a comprehensive partner, as well as a friend, who could be counted on in any situation. As a former figure skater for Team USA and international chef who cooked for the King of Thailand on his 80th birthday, Morgan understands life is about absorbing as much knowledge and as many experiences as possible. She brings that same perspective to Park City Wealth Advisors, where she says, “I want my clients to look at each open door as an opportunity to take the next step and see what the other side has to offer.” In a male-dominated industry, she is proud to have paved the way for future female entrepreneurs, as well as her team of consultants and problem solvers who are committed to your financial success.
Our Approach
Meet Our Team
Educational Resources at Park City Wealth Advisors
We are here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth, providing educational resources on our website to help you learn more. We invite you to browse, read, watch, download, and learn about the basics of finance and retirement. Questions? Schedule an appointment by calling or texting: (435) 500-5979 or emailing
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: (435) 500-5979 • grow@parkcitywealthadvisors.com
