Financial Planning for

Forward Thinkers


Trail Blazers


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 | | (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 – Olivia Allen

Client Service Specialist | | (804) 521-3420

Olivia joined our team after having spent the beginning of her career as a financial advisor herself, during which time she earned multiple licenses. After taking a look at the parts of the business she enjoyed most and where she felt most valuable, she made a decision to move to a client support role. Her mission was to empower and educate those around her, and she is still able to fulfill that by supporting us and our clients. Since switching roles, she has found her experience in the advisor seat provides a unique perspective that allows her to be proactive for our clients, able to hit the ground running with her embedded understanding of fintech, paperwork/processes, and overall organization required to service all your needs.

Raised in Princeton, New Jersey, Olivia previously called Wilmington, North Carolina and Steamboat Springs, Colorado home. She currently lives in her partner’s home state of Arkansas where she is quickly learning to appreciate college athletics. She travels frequently, most recently to fish in beautiful Seward, Alaska. When not in her home office, Olivia can be found in a yoga studio, wake surfing in a nearby lake, or hiking with her dog, Jackson.

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?