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Joshua Swartz
, CFP®
Wealth Advisor

Using over 10 years of experience, Joshua uses a holistic approach to develop a cohesive comprehensive financial planning strategy to help busy families looking to simplify their financial lives meet their unique financial goals and objectives. 

Joshua and his wife, Victoria, live in Marietta with their son, Elijah, and daughter, Anna. They are active members of Sojourn Church in East Cobb in which they serve the church in a variety of capacities.

Education, Designations, Licensures:

  • Liberty University – Bachelor’s degree in Financial Planning
  • CERTIFIED FINANCIAL PLANNER™ certification