Address: 226 N Walnut Street Mt. Carmel, IL 62863

Website:

Phone: 618-221-4810

Kingsview Partners is an independent fiduciary advisory firm catering to a discerning investor who understands the value of a comprehensive financial solution. Our innovative, curated approach to investing features a team of experts working in lockstep and combining personalized attention to detail with a broad-ranging menu of services and cutting-edge technology.

It goes without saying that an investor’s specific needs should always be their advisor’s foremost concern. However, the problem with some Wealth Management is that registration, regulation, compensation and affiliation determine what clients are sold. As an independent fiduciary advisor, Kingsview Wealth Managers adhere to the fiduciary oath, which places the client’s interests above all else. Our transparent, no-nonsense approach ensures investors are treated like peers, not pawns.

Services: Estate Planning, Financial Planning, Retirement Planning, Tax Planning, Insurance, Business Planning, Investment Management

Josh Farley, AAMS® – Wealth Manager
Josh Farley, AAMS® grew up in Lowry City, Missouri. He currently lives in the historic district of Chautauqua, Illinois, and graduated from Southern Illinois University with a Degree in Mass Communications. Prior to joining Kingsview Partners, Josh spent 23 years as a financial advisor with Edward Jones.

Prioritizing Clients
As an Accredited Asset Management Specialist (AAMS®), Josh leaves no stone unturned when it comes to helping his client’s financial dreams become reality. He is honest and up front with his clients, especially when discussing matters related to life and money. Josh is supported by a service-minded team at his practice, who prioritize taking care of their clients the same way they’d expect to be treated.

Financial Principles
The years he spent in the financial services space helped Josh develop a strong appreciation for logistics and problem solving – finding great satisfaction in achieving or overcoming his client’s unique financial goals and challenges. Josh believes these principles are cornerstones for building meaningful, lasting relationships that can span across multiple generations.

Life Philosophy
Josh’s philosophy is that life is short. He believes it should be filled with stories, experiences, and adventures, instead of material possessions. Outside of his financial advisory practice, Josh enjoys spending time with family and friends, and loves to travel, visiting historic locations. He enjoys classic cars and has renovated several historic homes with his wife Jen, with whom he’s enjoyed a marriage of 26 years. Together, they have four children – one daughter and three sons.

Alisha Warren – Wealth Manager
Alisha Warren grew up in Bridgeport, Illinois and currently lives in Francisco, Indiana. She graduated from Millikin University with a BS in Accounting and minors in English and Business. She comes to Kingsview Partners after spending more than 10 years at Edward Jones.

Serving Others
Even before beginning her career in financial services, Alisha’s successes were always seeded in serving and helping people. She previously enjoyed various roles in human resources and OSHA safety coordination, along with tax accounting for partnerships, farms, small businesses, and individuals.

Embracing the Uncomfortable
A huge factor that impacts Alisha’s capabilities is making a conscious effort to venture outside of her own comfort zone. Whether it’s conquering her fear of heights by going skydiving or working through an uncomfortable situation, she focuses on personal growth from the experience.

Problem Solving
One of the most meaningful aspects of Alisha’s practice is creating lasting relationships with her clients, their families, and fellow colleagues. If she is presented with a problem, she doesn’t immediately have a solution for Alisha explores every possible avenue to meet her client’s unique financial needs and goals that help them progress through various life stages into – and beyond – retirement. She believes educating her clients plays a critical role in guiding them towards a better financial future. Because she can relate on a personal level, Alisha finds fulfillment in guiding clients through times of loss. She strives to provide clients with peace of mind, so they can focus on bigger priorities in their time of grieving.

Fulfilled Life
In her free time, Alisha loves to experience other cultures and lifestyles through travel. She has a variety of unique hobbies that include collecting vinyl records, reading historical fiction, crocheting, and sewing. She’s been married to her husband, David, for 10 years and they have a son, Killian, daughter, Minnie, and two rescue dogs and cats.

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