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
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®
Administrative Assistant
Danielle L.
Administrative Assistant
Danielle has spent her career excelling as an executive assistant serving a number of companies and professionals. At Duvall Wealth & Tax Planning, Danielle assists with a number of client facing tasks including new client onboarding, monthly reports/deliverables, and scheduling assistance. Behind the scenes, she assists with document management, client relationship management and additional tasks that help us serve our clients.
Firm Relationships
As a client, you have access to our firm-level relationships, which we leverage for additional expertise whenever necessary.
Videos & Articles
Periodically we make videos or write articles about topics our clients are interested in. See our latest posts below.
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.