Josh Taylor: Experienced Financial Strategist, Risk Manager, and Investment Advisor

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For more than 35 years Josh Taylor has successfully assisted businesses with their employee and executive benefits planning and commercial insurance needs. On the personal level he has helped his clients with financial and investment planning strategies. Because of his varied and rich background, he brings a unique perspective to your corporation’s needs.

As the owner and president of Kompass Financial Advisors, Inc., Josh has dedicated his career to directing businesses and individuals through complex financial choices resulting in wise and advantageous financial decisions.

Raised on a farm in southwest Nebraska, Josh developed a strong work ethic and deep-rooted values of integrity, perseverance, and personal initiative—principles that continue to guide his professional approach. His rural upbringing instilled in him the importance of stewardship, a perspective that allows him to connect with clients from a wide range of backgrounds so they can build a lasting future.

Josh’s career in financial services began in 1987. He has since gained extensive experience as an insurance and financial advisor. In 2004, he founded Kompass Financial Advisors, an independent insurance agency and Registered Investment Advisory firm committed to providing customized strategies for his clients.

As a trusted leader in the industry, Josh leverages his independence to offer unbiased, client-focused solutions. As a fiduciary, he is required to put his clients interests first, ensuring that each recommendation is crafted with precision and adaptability to meet evolving regulatory landscape.

His academic foundation in Agricultural Economics from the University of Nebraska, combined with industry credentials such as Certified Financial Planner™ (CFP®) and Chartered Life Underwriter (CLU), positions him as a knowledgeable and resourceful advisor. His commitment to continuous learning enables him to stay ahead of market trends, regulatory changes, and innovative financial strategies.

Beyond his professional endeavors, Josh is an avid cyclist and has held leadership roles with ChristianCycling.com, where he has served in many positions such as national board chair and treasurer.

A passionate Nebraska Cornhuskers fan, Josh enjoys sports, woodworking, reading, writing, and volunteering in his local community where he is currently clerk and treasurer of his local town. His deep connection to his roots is evident in his ongoing involvement with his family farm, where he finds balance and inspiration.

Character
Josh Taylor exemplifies integrity, hard work, and personal initiative, values instilled in him from his upbringing on a Nebraska farm, which continue to shape his client-centered approach to financial planning.

Knowledge
With over 35 years of experience and credentials such as CFP®, CLU®, and ChFEBC℠, Josh possesses a deep understanding of financial planning, investment strategies, and insurance solutions tailored to diverse client needs.

Strategic
As the president of Kompass Financial Advisors, Josh leverages his independence to provide customized financial solutions, utilizing a hands-on, consultative approach to help clients achieve their long-term goals.

Communication
Josh builds trust through clear, transparent guidance, ensuring clients fully understand their financial options and feel confident in making informed decisions for their future.

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Matt Swenson
Matt Swenson
Matt Swenson is a tech-savvy individual with a keen interest in the automotive industry. Currently residing in Orange County, he brings three years of experience in the technology sector. His dedication to continuous learning and problem-solving drives him to explore innovative solutions. Matt thrives on collaboration and isn't afraid to seek assistance to achieve the best possible outcomes.