Team

Vision Statement

To build a firm that empowers people to live with intentions by transforming financial planning into a source of peace, alignment, and meaningful impact. We see a future where every client is known, every strategy reflects their story, and every milestone is met with clarity and care.

A team approach adds perspective to all we do and provides increased benefits to our clients.

Meet the Team

Josh Zahn

President and Financial Advisor

(480) 939-4224

josh@heartwoodadvisory.com

I was born and raised in Arizona, and I’ve always been fueled by movement and purpose. From the soccer field to the football stadium, I learned early that commitment, teamwork, and grit shape not only athletes—but professionals and...