Building Businesses with Unwavering Trust & Integrity
We deliver a highly personalized approach, offering objective guidance, tailored business solutions, strategic credit building, and expert funding assistance — all designed to help entrepreneurs achieve their goals and drive lasting business growth.
Fiduciary
A commitment to acting in your business’s best interest for long-term growth and success.
Integrated
Comprehensive business services, tailored strategies, and seamless financing solutions.
Highly Personalized
A tailored approach focused on innovative solutions and strategic growth for your business.
Experienced
A dedicated team backed by a robust network of trusted experts, ensuring your business’s success at every step.
Here's How We Got Started
The Begining
Our story begins in 2000, when John Doe founded our third-generation financial planning firm.
Acquisition
Josh & Cal has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.
Partnership
Josh & Cal has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
Expansion
Josh & Cal has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.
Putting Your Business First
With a relentless focus on your goals, we blend our full suite of services to identify, design, and deliver solutions that drive real impact. Rather than relying on one-size-fits-all playbooks, we work side-by-side with your team—crafting practical, end-to-end strategies uniquely tailored to your business needs.
“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”
John Smith
2024 Diversity, Equity, and Inclusion Report
- 2025
