Josh Schlieman is the managing partner and wealth advisor at Schlieman Wealth, where he works closely with individuals and families to provide thoughtful, comprehensive financial guidance. His approach is rooted in long-term relationships, careful planning, and helping clients make confident decisions through every stage of life.
With experience spanning his entire professional career, Josh advises clients across a broad range of planning needs, including retirement income planning, estate and tax-aware strategies, and portfolio construction and management. He believes effective wealth management begins with understanding each client’s priorities and aligning financial strategies with what matters most to them.
Josh holds his Series 7, Series 24 and Series 65 securities registrations with LPL Financial, as well as life, health, sickness, and variable insurance licenses. He earned his bachelor’s degree (magna cum laude) in Finance from the University of Georgia and completed the CERTIFIED FINANCIAL PLANNER™ certification program through Oglethorpe University.
Prior to co-founding Sullivan & Schlieman Wealth Management, Josh served as Assistant Vice President at SunTrust Investment Services from 2003 to 2008. That experience helped shape his disciplined, client-centered approach to planning and investment management.
Deeply committed to the Gainesville and Hall County communities, Josh has long believed that stewardship extends beyond financial planning. He has served in numerous leadership and volunteer roles, including board president for Habitat for Humanity of Hall County. He also is a member of the Greater Hall County Chamber of Commerce and the Rotary Club of Gainesville.
Josh is a graduate of Leadership North Fulton and Leadership Hall, and he remains engaged with organizations that strengthen the local community.
Josh and his wife, Crystal, live in Gainesville with their three children, Alex, Allizah, and Avery. Outside the office, Josh’s time is centered around family. You’ll often find him at a ball field watching his children compete, coaching youth sports, traveling, or cheering on his Georgia Bulldogs. The Schlieman family are active members of North Hall Church, where they participate in a variety of church activities and community outreach.