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Meet Josh Oller

Helping Lawyers Protect Their Financial Future, So They Can Focus on Their Clients.

Helping Lawyers Protect Their Financial Future, So They Can Focus on Their Clients.

I understand the unique financial challenges lawyers face: fluctuating incomes, high student loan debt, and complex tax situations. Navigating these alone can be overwhelming, and without the right guidance, you might feel like you’re constantly treading water. 

Hi, I’m Josh Oller, a CERTIFIED FINANCIAL PLANNER® professional at Summit Wealth Group. Since joining in July 2019, I’ve dedicated my career to helping legal professionals like you achieve financial clarity and success. I understand the intricacies of your profession and am here to guide you through your financial journey. 

Learn More About Josh


"Outstanding staff and beyond helpful. Every question is answered, and the discussions are to the point and very informative. I am very pleased with the staff as I am not intimidated when asking any questions."

-Patricia Ann R.


The statement was provided 2/26/24 by Patricia Ann R. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

"I feel like they are presenting an easy to understand summary of where I am in my financial journey and my progress of reaching my retirement goals."

-Timothy D.

The statement was provided June 18, 2024 by Timothy D. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

"I’m extremely pleased with Josh and the Summit Team. Wonderful people who provide a very personable experience while remaining very professional.
I have peace of mind knowing that Josh has my best interest at heart."

-Angela H.

The statement was provided 3/2/24 by Angela H. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.


Your Journey Starts Here:

Schedule Appointment

Schedule Appointment

It all starts with clicking the link below to schedule an appointment. Specify that you would like to meet with Josh and choose the times that best work for you. The Ridgeland, MS team at Summit will reach out to confirm the appointment.

Meet With Josh

Meet With Josh

Josh will meet with you at the scheduled time for a complimentary discovery meeting to find out where we can best assist you on your financial journey.

Receive a Customized Financial Plan

Receive a Customized Financial Plan

After the discovery meeting, if you decide to move forward, we will create a detailed financial plan completely customized to you. You can use this as a guide to help you make life's most critical financial decisions with complete confidence.

Schedule a Free Consultation With Josh

Schedule a Free Consultation With Josh

Your initial consultation is complimentary and can be an in-person or virtual meeting. Click the link below and indicate that you’d like to connect with Josh.

Summit Wealth Group: Ridgeland, Mississippi

Independent, Fee-Based Wealth Management

As a fee-based wealth management platform, Summit Wealth Group is among the country's leading independent financial services firms. This means we are not tied to any specific insurance, bank, or brokerage firm's investment products. How does this effect you?

The financial planning process at Summit Wealth Group is fully customized to your needs. Our in-house financial planning team, crafts a plan that matches your life journey and targeted goals. As a Certified Financial PlannerTM , Kurt, has a fiduciary responsibility to manage assets in a way that aligns with your best interests.  

With the help from Kurt and his team you will identify the loose stones in your life keeping you from reaching the Summit. your life's "Summits" and devise the most effective strategy to help you achieve your objectives.

You and Kurt will work together to define your goals and pave a path to reaching them. 

Schedule Now