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Joshua Duvall Financial Planning & Accounting
Joshua Duvall Financial Planning & Accounting, LLC is a state-registered investment adviser. The firm has one employee and one investment adviser.
Overview
Joshua Duvall Financial Planning & Accounting, LLC is a state-registered investment adviser. The firm has one employee and one investment adviser. It is owned by Joshua Duvall.
General information
Firm type
RIA
Principals
Joshua Duvall
Founder
Frequently asked questions
How does the firm combine financial planning and accounting?
Joshua Duvall Financial Planning & Accounting operates both functions within a single entity. This means tax preparation, entity-structure review, and retirement-income modeling are performed by the same team, allowing tax-year data to feed directly into planning scenarios rather than being handed off between separate firms. The structure is designed to reduce the coordination risk that arises when a family relies on an unaffiliated CPA and an unaffiliated financial planner.
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