Blue Bell Private Wealth Management Welcomes Joshua Pearson, CFP ®, as Investment Advisor Representative

BLUE BELL, Pa.--( BUSINESS WIRE)--Blue Bell Private Wealth Management, a fiduciary wealth management firm serving individuals and families across the greater Philadelphia region, is pleased to announce the addition of Joshua Pearson, CFP ®, as an Investment Advisor Representative.

"Fiduciary wealth firm Blue Bell Private Wealth Management welcomes Joshua Pearson, CFP®, to its growing team of advisors."

In his new role, Mr. Pearson will serve as a Private Wealth Advisor, working closely with clients to develop personalized, goal-based financial plans that align with their long-term objectives. His practice centers on three foundational pillars: behavioral coaching, tax planning, and estate planning — areas he believes are essential to building generational wealth and lasting financial well-being.

"We are delighted to welcome Josh to the Blue Bell Private Wealth Management team," said Justin Capetola, Managing Partner. "His deep commitment to client relationships, combined with his credentials and broad industry experience, makes him an exceptional addition to our firm and to the families we serve."

Scott Miller, Managing Partner, echoed that sentiment. "Josh brings exactly the kind of client-first philosophy and professional rigor that defines our culture at Blue Bell. We look forward to the impact he will have for our clients and our team."

Mr. Pearson brings a distinguished background in wealth management, having previously held positions at Vanguard, Merrill Lynch, and WSFS Bank. These roles provided him with a strong foundation in professional relationship management and complex financial problem-solving. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP ®) designation during his tenure at Vanguard, reflecting his dedication to the highest standards of professional excellence and ethical practice.

"I am thrilled to join Blue Bell Private Wealth. My focus has always been on bringing every aspect of a client’s financial life—from investments and tax strategy to estate architecture—into a single, clear vision. By aligning these pillars, we can provide the truly comprehensive and elevated experience our clients deserve."

Mr. Pearson holds the CFP ® designation, awarded by the Certified Financial Planner Board of Standards, Inc.

About Blue Bell Private Wealth Management

Blue Bell Private Wealth Management is a $1Billion+ fiduciary, independent wealth management firm dedicated to helping individuals, families, and business owners achieve their most important financial goals. The firm offers financial planning and investment management services, built on a foundation of transparency, integrity, and personalized service.