Timblin, Joshua

Joshua Timblin, CPA, MPA

With over 15 years of experience in private wealth management advisory and financial services, Josh Timblin plays a key role in delivering a comprehensive client experience at NorthRock Partners. Josh is dedicated to providing personalized financial advice, meeting client needs from onboarding through ongoing financial management.

Specializing in the affluent client space, Josh is responsible for coordinating and managing the day-to-day financial needs of high-net-worth individuals, executives, business owners, professional athletes, and families. His responsibilities include client communication, preparing for meetings, and oversight of cash flow and account management. Through his attention to detail and commitment to client satisfaction, Josh's clients experience a smooth and highly responsive service throughout their financial journey.

Josh’s expertise lies in supporting clients with a range of financial needs, including retirement planning, investment strategies, tax efficiency, estate planning, and wealth management. By working closely with NorthRock’s team of specialized professionals, Josh helps clients navigate complex financial situations and make informed decisions that align with their long-term goals.