Josh Paddock

Background

About Josh Paddock

I build coordinated financial plans that help families and business owners feel clear, prepared, and free to focus on what matters most. As Director of Financial Planning at Provista Wealth and a CEPA®, I lead the integration of investments, tax and estate planning, risk, and Medicare into one ongoing plan. Our firm is tech-forward and family-oriented; we prefer simple, transparent planning over jargon and sales. Who I’m best for: • Business owners preparing for an exit or capital event (pre/post-sale planning, coordination with CPA/attorney). • Families who want proactive tax-aware investing, estate document coordination, and thoughtful risk design. • Executives with equity comp who want a plan that evolves with their career and life. Outside of the office, I’m usually with my family (Greenville is home), on a golf course, or coaching and cheering at kids’ sports. What to expect next: If you want a single point of coordination—investments, taxes, estate planning, risk, and Medicare—send a connection request or click the scheduling link in my Featured section. We’ll start with a brief conversation to see if “Connected Financial Planning” is a fit.(No investment advice is provided here; please see disclosures on our site.) Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Provista Wealth Advisors is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Provista Wealth Advisors and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice. Investor Disclosures - https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).