JOSIAH MCDANIEL, CFP®, CPWA®
Financial Advisor
Josiah joined the SolomonWood team in 2017. He is a Covenant College graduate—where he majored in business and played for their soccer team.
Josiah holds a Certified Financial Planner® (CFP®) certification, a Certified Private Wealth Advisor® (CPWA®) certification, and a certificate in Wealth Management Theory & Practice from the Yale School of Management.
Josiah is the head of SolomonWood’s specialty client services division—where he:
Guides clients through an irregular, complex financial planning matter
Works alongside clients and their other professional advisors to craft, implement, and sustain an integrated and advanced plan for their wealth.
In his free time, Josiah enjoys spending time with his wife, Caraline, and their three daughters. Together they love gardening at their home on Lookout Mountain, playing with their dogs, and working on family art projects.
Specialties
Legacy Planning
Generational Sustainability Planning
Estate Planning
Tax Planning
Investment Planning
Risk Management
Client Focus
Multigenerational Families
First Generation Wealth Creators
Next Generation Wealth Sustainers
