Joshua Swartz

Joshua Swartz, CFP®
Wealth Advisor
Wealth Management
Phone: (404)-961-6000
Fax: (404)-961-6020

Joshua began his career in the Wealth Management Industry with JPH Advisory Group fresh out of college in 2011. He worked with JPH Advisory Group as a Wealth Advisor up until the time they merged with Gratus Capital in 2018, in which he continues to serve clients in this capacity.

Joshua had a unique interest in the industry from a young age, which solidified the night he met a Certified Financial Planner® while working the night shift at a fast food restaurant during his senior year of high school. That conversation led him to pursue studying to become a financial planner while attending Liberty University, where he completed all of the educational requirements for the Certified Financial Planner® designation. Because of his early entrance into the industry and ability to complete the educational requirements while in school, he became one of the youngest Certified Financial Planners® in the nation in 2014. He now uses this knowledge and experience to provide comprehensive financial planning to busy families looking to simplify their financial lives.

Outside the Office
Joshua & his wife Victoria live in Marietta where they just welcomed their first child, Elijah, in 2019. They are active members of Sojourn Church in East Cobb in which they serve the church in a variety of capacities.