Partner and Wealth Advisor
jschlieman@sullivanandschlieman.com
678-867-0500

Josh Schlieman is a partner and wealth advisor for Sullivan & Schlieman Wealth Management, LLC. His specialties in wealth management include generating comprehensive financial plans, constructing well designed and efficient portfolios to address clients’ needs and reallocating those portfolios due to significant changes in the market and/or changes to a client’s personal situation.

Josh has been involved in the financial planning and investment services field for his entire career. Before forming Sullivan & Schlieman, he was assistant vice president at SunTrust Investment Services, where he worked in partnership with Andrew Sullivan, from 2003-2008.

Josh graduated magna cum laude in 2002 from The University of Georgia with a bachelor’s degree in finance. He received his CERTIFIED FINANCIAL PLANNER™ designation after completing the CFP® program at Oglethorpe University.

Josh is a member of Habitat for Humanity North Central Georgia’s Resource Development Committee and their Finance Committee. Passionate about all children receiving the resources they deserve, he also sits on the Annual Fund Committee for Children’s Healthcare of Atlanta. Josh is also a member of the Leadership North Fulton class of 2012.

Josh and his wife, Crystal, along with their two children, Alex and Allizah, reside just outside of Gainesville, Georgia. Josh and his family are active members of Shoal Creek Baptist Church , involved in a number of functions at the church.  Josh takes advantage of every opportunity he gets to find himself on the golf course and enjoys playing tennis as well.  He is a huge Georgia Bulldogs fan and loves attending football games in the fall with his family, friends, and fellow Bulldogs.