Joshua Dobi
JD

Joshua Dobi

Linkedin Profile
President at North Main Financial Group LLC | Cornelius, North Carolina, United States
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About Joshua Dobi

  • Joshua Dobi serves as the President of North Main Financial Group LLC, where he leverages his extensive expertise in financial advisory services to guide clients through the complexities of investment management and wealth planning. With a strong foundation in leadership, strategic planning, and team building,...
    Joshua Dobi serves as the President of North Main Financial Group LLC, where he leverages his extensive expertise in financial advisory services to guide clients through the complexities of investment management and wealth planning. With a strong foundation in leadership, strategic planning, and team building, Joshua has been instrumental in driving the firm's mission to provide tailored financial solutions that align with the unique goals of each client. Under his stewardship, North Main Financial Group has undertaken key projects aimed at enhancing client engagement and expanding service offerings, including the integration of advanced financial technologies and personalized investment strategies. Joshua's role encompasses overseeing operations in both the Pennsylvania and North Carolina offices, where he fosters a culture of excellence and customer service. His commitment to public speaking and client education has positioned him as a thought leader in the financial advisory space, allowing him to effectively communicate complex financial concepts to diverse audiences. With a keen focus on risk management and investment strategies, Joshua ensures that clients are well-informed and equipped to make sound financial decisions. As a member of FINRA/SIPC through Osaic Wealth, Joshua emphasizes the importance of transparency and compliance in all financial dealings. His dedication to maintaining the highest standards of integrity and professionalism has earned North Main Financial Group a reputation for reliability and trustworthiness in the industry. Through his visionary leadership, Joshua Dobi continues to inspire both his team and clients, driving growth and fostering long-term financial success.
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  • Joshua Dobi Work

    • President at North Main Financial Group LLC in September 2009 to Present
    • President at Oakwood Financial Group, Inc. in April 2020 to October 2023
    • Managing Member at North Main Financial Group LLC in September 2009 to April 2020
  • Joshua Dobi Skills

    • LeadershipStrategic PlanningManagement
      Public SpeakingSalesFinancial AdvisoryFinanceInvestmentsTeam BuildingCustomer ServiceAsset ManagementCreative DirectionFixed AnnuitiesFINRAwww.DobiFinancial.comAsset ManagmentPublishingFinancial RiskAccount ManagementSeries 63Asset AllocationInvestment StrategiesSeries 7Project PlanningFinancial PlannersAlternative InvestmentsTaxNegotiationSecurityReal EstateRisk ManagementBusiness DevelopmentInsuranceRetirementPortfolio ManagementNew Business DevelopmentFinancial AnalysisMergers & AcquisitionsLife InsuranceMutual Funds401kInvestment AdvisorySales ManagementIRAsStrategic Financial PlanningWealth ManagementSmall BusinessRetirement PlanningEstate PlanningSecurities

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  • About Joshua Dobi's Current Company

  • Frequently Asked Questions about Joshua Dobi

    • What is Joshua Dobi email address?
      Email Joshua Dobi at j***s@gmail.com and j***a@dobifinancial.com. This email is the most updated Joshua Dobi email found in 2025.
    • What is Joshua Dobi phone number?
      Joshua Dobi phone number is +14125126678 and +15177989709.
    • How to contact Joshua Dobi?
      To contact Joshua Dobi send an email to j***s@gmail.com or j***a@dobifinancial.com. If you want to call Joshua Dobi try calling on +14125126678 and +15177989709.
    • What is Joshua Dobi net worth?
      Joshua Dobi has an estimated net worth of $150,000 to $249,999
    • What company does Joshua Dobi work for?
      Joshua Dobi works for North Main Financial Group LLC
    • What is Joshua Dobi's role at North Main Financial Group LLC?
      Joshua Dobi is President
    • What industry does Joshua Dobi work in?
      Joshua Dobi works in the Financial Services industry.

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