“Failures are finger posts on the road to achievement.” — C.S. Lewis


Joshua Swartz, CFP®

Wealth Advisor

Joshua has served in the wealth management industry since 2011 and has been a Certified Financial Planner since 2014. He graduated from Liberty University in 2011 with a bachelor’s degree in finance, while also completing the education requirements for the CERTIFIED FINANCIAL PLANNER™ designation. He successfully passed the CFP® exam in March 2013, and was able to bear the CFP® marks in June of 2014, after completing all of the necessary requirements. At the time that he obtained the CFP® marks, he was one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals in the nation.

As Wealth Advisor, Joshua works directly with clients in all areas of the wealth management process. He is particularly well versed in Social Security and 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.


Liberty University, Bachelors in Financial Planning




Joshua’s family can trace its history all the way back to the original pilgrims who came over on the Mayflower!