At this year’s U.S. Chamber of Commerce CO-100 Awards, ASBN co-founder Jim Fitzpatrick spoke with Joshua Pierce, founder of JH Pierce Wealth Management, P.C., about building a client-focused wealth management firm. Recognized as one of 100 standout entrepreneurs, Pierce shares how his firm brings sophisticated financial strategies to rural America, helping business owners plan for growth, transition, and personal financial security.
J.H. Pierce Wealth Management was founded with a mission to serve rural communities often overlooked by traditional financial services. Unlike typical wealth management firms concentrated in big cities, Pierce intentionally built his company to provide blue-collar entrepreneurs and small business owners access to advanced financial planning strategies. The firm specializes in exit planning, helping clients prepare for internal transitions or external sales, and also focuses on personal financial planning to secure their long-term futures.
"Our whole mission is [that] we serve rural America."
A key challenge for the company is educating rural business owners on available financial strategies. Many clients initially overlook the advanced investment options and planning tools accessible outside urban areas. Moreover, conventional financial services often neglect entrepreneurs who have heavily invested in their businesses, leaving a gap that J.H. Pierce Wealth Management seeks to fill.
Looking ahead, Pierce intends to continue expanding the firm’s reach across rural America, bringing high-level financial strategies to communities that typically lack access. His advice to entrepreneurs is to center financial planning around their businesses, recognizing them as their largest asset, and to prepare for both growth and potential business transitions.
To learn more about JH Pierce Wealth Management, click here.
U.S. Chamber of Commerce CO-100