A modern approach to financial planning
We serve clients from across the country, and across the financial spectrum. From pre-retirees looking to sail off into the sunset, to high income earning working professionals and business owners trying to create a great future for their families. Whatever your circumstances, we can customize a solution that works best for you.
With our monthly retainer packages, every client receives comprehensive financial planning, ongoing investment management, and accounting/tax preparation services: all for one low monthly fee.
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Why do clients choose us?
Certified Financial Planner™ (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, investing, and retirement. Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board’s education & background requirements, initial exams, and continue ongoing annual education programs to sustain their skills and certification.
To learn more visit: https://www.cfp.net/why-cfp-certification/the-standard-of-excellence.
As a CFP®, accountant, and Registered Tax Preparer, I serve my clients by providing comprehensive financial planning, ongoing investment management, tax planning/preparation services, and charitable giving strategies. Simply put, we help people like you build wealth, plan for the future, and manage their taxes – all for one low monthly fee.
Unlike 99% of other financial advisors, I do not receive compensation from any other client source. That means no insurance or financial product sales or commissions. No investment management fees. No hourly fees. No performance fees. My clients pay one monthly retainer fee, which covers all of the planning, investing and tax services provided – including annual tax preparation and filing for your state and federal personal/business tax returns.
We use technology to organize your financial life and provide you with relevant insights that can be used to make educated financial decisions. With clients across the country, we connect via email, phone and video conference. Using our cloud-based platforms, clients have 24/7 access to their real-time financial plans so they can monitor their own progress as they go along. Each month clients receive updates from their online platforms, along with the specific action items we are working through together. When clients want to meet, they book Zoom/phone meetings directly through our online scheduling app.
One of the things our clients appreciate is that there is no requirement for them to move money from one firm to another. If you are happy with your current investment custodians, we can evaluate, build, and monitor customized investment strategies without transferring assets. For those clients who want to open new accounts or move their money to our platform, we use Betterment Securities for client investing. You can learn more about Betterment and their platform here: https://www.betterment.com/.
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Joshua Duvall, CFP®, RTP launched his own Registered Investment Adviser in 2017 after more than a decade in the financial industry, working for some of the world’s largest and most successful firms including Cordasco Financial Network, Capital Financial Services, LPL Financial, New York Life, and State Farm Ins. Co. Married with three children, Josh resides in Tabernacle, New Jersey and is an engaged member of his community. Josh enjoys coaching his kid’s youth sports teams, rooting for The Ohio State Buckeyes, and sharing his passion for Jesus through biblical ministry and community service.