Overview

Joshua Bradley is a dedicated financial advisor at Capital City Financial Partners in Columbia, SC, with over 12 years of experience in the financial services industry. Specializing in retirement planning, wealth management, and business planning, Joshua prides himself on offering tailored financial strategies that reflect the unique goals and aspirations of each client. His commitment to education and ongoing professional development has led him to pursue the Certified Financial Planner (CFP) designation and achieve the Series 66 license, ensuring he remains well-versed in industry standards and practices. Joshua's approach to financial advising is rooted in building strong, personal relationships with his clients. He understands that financial decisions are profoundly personal, and he takes the time to listen, clarify objectives, and implement plans that empower clients on their financial journeys. By combining his extensive knowledge with a genuine desire to help, Joshua creates an environment where clients feel informed and confident in their financial futures. Whether guiding families through retirement transitions or assisting business owners in maximizing their resources, Joshua's pragmatic insights and approachable manner make him a trusted partner in achieving financial success.

Disclosures

Fee Structure

Work History

Other Business Activities

This advisor is also engaged in the following business activities: