Joshua J. Podczervinski

Joshua “Josh” Podczervinski serves as an investment advisor representative out of Savant’s Atlanta, Georgia, office, where he focuses on comprehensive, tax-efficient financial planning for individuals and families. A CERTIFIED FINANCIAL PLANNER® professional, Retirement Income Certified Professional® (RICP®), and Certified Public Accountant (CPA), Josh integrates advanced tax expertise with comprehensive wealth management to support strategic financial decisions.

With more than 25 years of experience in financial services and public accounting, Josh provides counsel across the full spectrum of complex planning needs, including multigenerational wealth transfer, philanthropic strategy, proactive income and estate tax mitigation, retirement cash flow design, retirement income optimization, risk management analysis, and education funding. His combined advisory and accounting background enables him to help provide coordinated strategies that align investment management, tax efficiency, and long-term legacy objectives.

He joined Capital Directions in 2018 and continued with the firm through its transition to Savant in 2023. Previously, Josh was a partner at a respected Atlanta-based accounting firm. In 2021, he founded Joshua J. Podczervinski, CPA, P.C., further expanding his ability to provide specialized tax advisory services. Josh also proudly served nine years in the United States Army.

Josh earned his bachelor’s degree with honors in accounting from North Carolina State University in Raleigh and is a member of the American Institute of Certified Public Accountants (AICPA). He has held numerous leadership roles throughout his career, including the treasurer of the Dunwoody Rotary, Education Chair of the Georgia chapter of the National Association of Tax Professionals (NATP), and treasurer of the Forsyth County Jaycees. He is also an alum of the Forsyth Leadership Program.

He resides in Ocean Isle Beach, North Carolina, where he enjoys spending time with his family, fishing, and golfing.