DALLAS, Aug. 14, 2025 -- LGT Financial Advisors, LLC (LGT-FA), a subsidiary of Lane Gorman Trubitt, LLC (LGT), is excited to announce that its senior financial advisor, Josh Orton, has successfully earned the Certified Exit Planning Advisor (CEPA®) credential from the Exit Planning Institute, a leading certification recognized worldwide for excellence in business exit planning.
The CEPA® credential is for professional advisors who want to effectively engage more business owners. Through the process of exit planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. The CEPA® credential is the leading credential for exit planning professionals. Attainment of the CEPA® credential enhances a professional's ability to effectively engage business owners and have deeper, more holistic conversations around planning for growth and exiting a business.
"I was inspired throughout this deeply immersive and thought-provoking experience, and this credentialing program has expanded my capabilities as a trusted advisor and wealth planner," said Josh Orton, CFP®, CEPA®. "My clients and colleagues know I am committed to helping entrepreneurs and business owners maximize the value of their business, take their personal financial planning to the next level, and prepare for what's to come after a full or partial exit from their business."
Dawn Möeder, managing member of LGT, added, "We're incredibly proud of Josh's dedication to professional growth and client success. His CEPA® certification strengthens our team's ability to offer comprehensive, strategic guidance that addresses every aspect of a business owner's journey, from building value to planning a smooth exit. This achievement truly reinforces our commitment to helping clients thrive now and into the future."
Josh's CEPA® credential highlights LGT-FA's ongoing dedication to further education that directly supports business owners through growth and change.
About LGT Financial Advisors, LLC
LGT Financial Advisors, LLC is a subsidiary of Lane Gorman Trubitt, LLC (LGT). LGT-FA provides its clients a continuous, personal, and comprehensive holistic wealth planning approach that includes planning through financial, investment, retirement, legacy, protection, cash flow, and tax strategies. The firm believes a trusted advisor is to align to our client's plan with their values and goals in mind. We believe thorough, continuous planning creates an exceedingly beneficial relationship between wealth and well-being. Financial planning is a collaborative process that integrates relevant elements of our client's personal life into their wealth plan.
To learn more, visit www.lgt-fa.com.
For more information, press only:
Darla Shaler, Sr. Marketing Coordinator, LGT
(214) 461-1509 or 399512@email4pr.com
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