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About Us

Your Team at Duvall Wealth & Tax Planning

Learn more about the direct team you will be working with, as well as the firm relationships you have access to as a client.

Financial & Tax Advisor

Joshua Duvall CFP

Joshua Duvall

Founder & CEO
Certified Financial Planner™
Chartered Tax Consultant™

Joshua Duvall is a Certified Financial Planner™ professional, and a Chartered Tax Consultant™. He is the founder and CEO of Duvall Wealth & Tax Planning, a New Jersey based Registered Investment Advisor and Tax Planning firm serving clients nationwide.

Joshua graduated early from Drake University with a bachelor’s degree in business management, and concentrations in finance and marketing. After spending nearly 10 years as a financial professional in multiple different insurance and investment companies, Joshua launched his own firm in April of 2017.

Married with three children, Joshua loves nothing more than spending time with his family. Being a devoted husband and father is Joshua’s greatest aspiration in life. His other interests include training Brazilian Jiu-Jitsu, firearms training at his local range, traveling, and serving his local church and community in Christian ministry. Joshua is a HUGE Ohio State football fan and won’t work with any clients who are Michigan fans (just kidding, he has clients who are Michigan fans). Go Bucks!

Get to Know Joshua Duvall, CFP®, CTC®

Firm Relationships

As a client, you have access to our firm-level relationships, which we leverage for additional expertise whenever necessary.

Taking The Next Step

We’re here to meet with you whenever you’re ready. Just book a 15 minute introductory call or Zoom meeting using the calendar below.