Josh Flade, CFA®
Chief Investment Officer
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
Morgan Lemaitre, CFP®
Founder & Chief Executive Officer
Morgan Lemaitre founded Park City Wealth Advisors to serve entrepreneurs, executives, and families who need more than surface-level financial advice. With a background spanning comprehensive wealth planning, tax-aware investment strategy, and complex family balance sheets, Morgan acts as both strategist and steward. Her work focuses on integrating investment management with real-world decisions around business ownership, liquidity events, estate planning, and lifestyle design.
Morgan leads client relationships, long-term planning strategy, and firm vision. She is deeply involved in every client engagement, ensuring advice remains proactive, personalized, and aligned with each family’s evolving priorities. Her approach is defined by clarity, discipline, and an unwavering fiduciary mindset. No products. No shortcuts. Just thoughtful advice built to last.
Meet MorganPlay Video”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Our Approach
Joshua Flade, CFA
Co-Founder & Chief Investment Officer
Josh Flade oversees all investment strategy and portfolio construction at Park City Wealth Advisors. As Chief Investment Officer, Josh brings an institutional lens to private wealth management. He leads asset allocation, manager selection, risk oversight, and due diligence across public and private markets, with a focus on tax efficiency, downside protection, and long-term compounding.
Josh’s role is to ensure portfolios are designed with intention, not reaction. He evaluates opportunities through rigorous analysis and maintains discipline across market cycles, helping clients stay grounded through volatility and complexity. His leadership ensures that every portfolio reflects both strategic conviction and prudent risk management.
Morgan leads client relationships, long-term planning strategy, and firm vision. She is deeply involved in every client engagement, ensuring advice remains proactive, personalized, and aligned with each family’s evolving priorities. Her approach is defined by clarity, discipline, and an unwavering fiduciary mindset. No products. No shortcuts. Just thoughtful advice built to last.
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
4554 N Forestdale Drive, F39, Park City, UT 84098
Call or Text: (435) 500-5979 • grow@parkcitywealthadvisors.com
