The Crew Rudder Wealth Management Group provides wealth management services to individuals, families and companies using a holistic approach. It is our goal to help clients create, grow, protect, and distribute wealth. We assist our clients in areas such as asset allocation, tax minimization, insurance coordination, estate/trust planning services, retirement planning, liability management, and philanthropy. We stress a long-term approach to investing based upon a client's specific financial needs, goals, and risk tolerance.

We believe clients deserve the confidence that comes with knowing their portfolios are effectively invested and specifically crafted to pursue their distinctive financial and personal goals. We believe our clients benefit from our distinctive wealth management process. The core of our approach is a deep discovery process that forms the basis of all of our advice and investment strategies.

We understand how to leverage resources, opportunities, and market conditions as we strive to help clients achieve their greatest financial goals. We strive to provide an exemplary level and world class advice to all clients. Our goal is to become a essential resource to those who entrust us with their financial well-being. 

Josh is a graduate of Auburn University Montgomery and has been in the financial services industry since 2005 joining Merrill in 2006. Josh lives in Birmingham, Alabama with his wife Millie Perry Rudder and their two children Jack and Mary Chase.











I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.