From the beginning of his career, Joshua Ivey has believed that strong financial planning should give clients a clear path forward. As a Financial Advisor with Piedmont Capital Management, he brings eight years of experience helping individuals, families, and business owners make informed decisions and turn complex financial goals into practical, step-by-step plans.

Josh’s approach begins with the person, not the portfolio. He takes time to understand each client’s priorities, concerns, and vision for the future before recommending a course of action. By placing clients’ needs and his relationships with them above everything else, he strives to become a trusted financial partner who can provide steady guidance through changing markets, major decisions, and new stages of life.

Josh advises clients in the areas of comprehensive financial planning, investment management, retirement income, business and employer-sponsored retirement plans, insurance, and legacy strategies. His confident, methodical approach helps clients see how the individual parts of their financial lives fit together. He finds particular satisfaction in watching thoughtful planning make a meaningful difference over time—helping clients move from uncertainty toward greater clarity, organization, and confidence.

A graduate of Mercer University, Josh earned an MBA with a focus in economics and finance. His education provides a strong technical foundation for his work, while his commitment to personal relationships keeps each plan grounded in the goals and circumstances of the client it is designed to serve.

Outside the office, Josh is an active member of his church and enjoys scuba diving, skiing, tennis, and traveling with his wife, Melissa, and their son, James. Josh and Melissa are also devoted Disney fans who visit Walt Disney World whenever they have the opportunity.

Whether helping a family prepare for retirement, guiding a business owner through an important decision, or creating a plan for the next generation, Josh remains focused on the principle that has guided him from day one: clients deserve thoughtful advice, a well-defined process, and a financial professional who is genuinely invested in their success.