Joshua Whaley

Josh combines his experience as a financial advisor with a sharp eye for real estate to help clients navigate their biggest financial decisions with clarity and confidence. A Maryland native, he serves both sides of the Chesapeake Bay, offering a steady hand and strategic insight to buyers, sellers, and investors alike. With a background in financial planning and strategic sales, Josh approaches every transaction with a clear plan and a client-first mindset. He lives on the Eastern Shore with his wife and two kids and takes pride in building lasting relationships rooted in trust, transparency, and results.