Josh Orton Achieves Certified Exit Planning Advisor Credential to Elevate Advisory Services

Josh Orton Earns Prestigious Certified Exit Planning Advisor (CEPA®) Credential

LGT Financial Advisors, LLC, a leading subsidiary of Lane Gorman Trubitt, LLC, proudly announces that Josh Orton, their senior financial advisor, has achieved the esteemed Certified Exit Planning Advisor (CEPA®) credential. This credential, awarded by the Exit Planning Institute, marks a significant milestone in his professional development and distinguishes him among advisors engaged in business exit planning worldwide.

What is the CEPA® Credential?

The CEPA® designation is specifically designed for advisors seeking to deepen their understanding and effectiveness in engaging business owners throughout the exit planning process. By mastering the Value Acceleration Methodology™, individuals equipped with this credential can aid owners in not just enhancing the value of their companies but also in aligning their business strategies with their personal financial goals. The significance of this credential lies in its role in elevating the advisor-client conversation to encompass holistic strategic planning and preparation for transitional phases in business ownership.

Josh Orton, who also holds the Certified Financial Planner (CFP®) designation, expressed his gratitude for the immersive experience that the CEPA® program provided. He stated, "This rigorous credentialing program has profoundly enriched my capabilities as a trusted advisor and wealth planner. My commitment to assisting entrepreneurs in maximizing their business value and preparing for future transitions has never been clearer."

Enhancing Client Engagement

Orton's newly acquired credential enhances LGT Financial Advisors' ability to facilitate meaningful dialogues with business owners about their futures. The firm emphasizes a collaborative approach, guiding clients through complex planning stages, whether it involves pursuing growth, succession strategies, or preparing for an exit.

Dawn Möeder, managing member of LGT, lauded Orton's dedication, stating, "We are incredibly proud of Josh's relentless pursuit of professional growth and his commitment to our clients' success. His CEPA® certification fortifies our firm's capability to deliver comprehensive, strategic guidance that addresses every facet of a business owner's journey."

The attainment of the CEPA® credential not only reflects on Orton's personal achievements but also underlines LGT Financial Advisors’ commitment to fostering an environment of continuous learning and growth, aimed at supporting business owners amid evolutions and transitions.

About LGT Financial Advisors, LLC

LGT Financial Advisors specializes in holistic wealth planning that integrates multiple elements of a client's financial life, from investments and retirement to tax and legacy strategies. The firm believes in a personalized approach to financial planning, ensuring that clients’ plans resonate with their values and objectives. This philosophy underpins LGT's dedication to building insightful financial pathways that lead to meaningful outcomes for their clients.

To stay updated with further professional developments and insights from LGT Financial Advisors or to learn more about their offerings, visit their website at www.lgt-fa.com.

For media inquiries, please contact:
Darla Shaler
Senior Marketing Coordinator
LGT Financial Advisors, LLC
Phone: (214) 461-1509
Email: [email protected]