Financial Planning for

Forward Thinkers

Innovators

Trail Blazers

Visionaries

Assurgent (adj.): moving upward: rising

At Assurgent our clients are always moving upward, pushing forward, rising to the occasion. They are accomplishing their goals allowing them to move on to greater things. Whether those greater things are retirement, funding college education, creative tax planning or just simplifying their financial lives. Perhaps they are more altruistic, and our clients want to leave a lasting legacy for generations to come. Whatever your purpose is, whatever your “why”, we are so grateful you have chosen to stop by our website to learn more.

Whether you are looking to engage with a financial professional for the first time or feel that you need a fresh approach to your financial plan, our collaborative relationship will be formed around YOU.

We understand how hard you work for your money and the sacrifices you make for your future, which is why Assurgent was established as a fee-only advisory firm – no commissions or bonuses – strictly financial planning, investment management, and advice to help move you forward. As a fee-only fiduciary and independent financial advisor, we have a legal obligation to provide unbiased and trustworthy advice. We are not beholden to any financial product, service or investment. Instead, we are beholden to our clients.

Want to schedule a “No-Obligation” get acquainted call?
Let’s Get Started.

About – Josh Styrcula, CFP®, CIMA®

Wealth Advisor / Principal | josh@assurgentwealth.com | (513) 504-1803

I pride myself in being a dedicated husband and father, a veteran who served in the Ohio National Guard, an active member of our community (Mason City Councilmember, youth sports coach, Kiwanis member, etc.), and a man of strong faith. I grew up in southwest Ohio, graduated from Wright State University – where I majored in financial services, specifically personal financial planning – and have worked as a financial planner for nearly 2 decades.

I am passionate about what I do and as a “FEE-ONLY” advisor provide my clients with unbiased financial advice that will help them accumulate, grow and protect their precious resources. My greatest accomplishment is to provide wise counsel that opens my clients’ eyes to a world of opportunity where their family is secure, their dreams are reached and that they are purposefully minded in creating their legacy.

Professional Designations & Affiliations

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.

About – Staci Nova

Client Experience Specialist | staci@assurgentwealth.com | (804) 521-3420

Staci is a proud graduate of the University of Alabama, she holds a Bachelor’s degree in Human Environmental Sciences with a major in Human Development and Family Studies. During her academic career, she earned membership in the prestigious Alpha Lambda Delta and Phi Eta Sigma national honor societies.

Following her graduation in 2019, Staci launched her career in Human Resources in Colorado, where she gained valuable experience working in client service and administrative roles across diverse regulated industries. She has developed a strong proficiency in data management, effective virtual communication, industry-specific compliance, and problem-solving—skills that are essential in delivering a seamless client experience. Her passion for learning ensures she quickly adapts to new challenges and continuously refines her expertise.

Staci is driven by her commitment to making a positive impact on the lives of clients through personalized service and support. She is enthusiastic about working with a team that shares her core ethical values and dedication to excellence.

Now residing in Northern Alabama with her husband and their beloved cat, Staci enjoys cooking, traveling, and spending quality time with family when she’s not serving clients.

Our Approach

A sound financial plan is the basis for the work we do and the key to your success. From individuals and families, to business owners and retirees, our job is to spend time understanding where you are today and where you would like to be so that we can help you create the path between the two.

Our process is not transactional but instead dynamic and continual, as is life. Life circumstances change. Goals shift in order of importance as you move through life. At Assurgent, your plan will change with you.

As part of our fee-only offering, our team has expertise in the following areas:

  • Trust & Estate Planning

  • Retirement Planning

  • Cash Flow Management

  • Portfolio Tax Minimization

  • Risk Management

Who We Help

At Assurgent Wealth Advisors, we take the time to develop a full understanding – qualitative AND quantitative – of our clients’ current situation and what they aspire to. We know that everyone has a unique position, and we start by ensuring that we are the correct fit for the specific needs of our clients.

Who benefits the most from working with us? And while we work with, and have helped many individuals and families, we have had the greatest impact working with business owners to ensure they are fully maximizing their investment, as well as those who are pre-retirement and in need of strategic direction, and those who post-retirement and want to ensure that they have peace of mind as they progress through their retirement years. Our clients are forward thinking individuals looking to grow and secure their net worth, and typically start with $500,000 in assets.

Does This Sound like You?….We Should Talk!

…a Realtor or Business Owner – “How do I save for retirement?”
We have years of experience and expertise helping soloprenuers like yourself find the perfect strategy(ies) to meet your unique needs as a business owner. We help you take full advantage of all the benefits that are available to you specifically which retirement plan to choose – Individual 401k, SEP IRA, or a SIMPLE IRA

…You are 10-15 years away from retirement
You did all the right things out of college. Everything your parents told you to do. Invest 10% of your money in your 401k. Now you realize your situation is more complicated than you thought. You are married and have kids. College savings, retirement savings, planning for your future while planning for others can be hard. You are wondering am I doing everything right? Should I be investing here or opening this type of account? What about taxes?

…You are ready to retire or just retired
Perhaps you have saved for decades and amassed a certain amount of wealth. You are wondering am I doing everything right? Should I be investing here or opening this type of account? What about taxes? Am I ready to retire mentally and emotionally? What am I retiring to?