Joshua Swartz, CFP^®

Wealth Manager

Joshua joined JPH Advisory Group in January of 2012, after interning with the firm in 2011. He graduated from Liberty University in 2011 with a bachelor’s degree in finance, while also completing the education requirements for the CFP^® certification. He successfully passed the CFP^® exam in March 2013, and was able to bear the CFP^® marks in June 2014 after completing all of the necessary requirements with the CFP^® Board. At the time that he obtained the CFP^® marks, he was one of the youngest (if not the youngest) CFP^®s in the nation.

Joshua serves as Wealth Manager with the firm, working directly with clients in all areas of the wealth management process. He is particularly well versed in Social Security & retirement planning strategies, and enjoys finding unique planning strategies to meet each client’s individual goals.

Joshua married his wife, Victoria, in July 2016, and enjoys exploring all that Atlanta has to offer alongside her. When they aren’t trying out the newest Atlanta restaurant, he is actively involved with Renovation Church in downtown Atlanta.