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Joseph Thompson

Financial Advisor and Wealth Advisor

Wealth Enhancement & Preservation

United States, Georgia, Cartersville

About Me

Joseph Thompson is excited that he is able to turn his personal passion for budgeting, saving, and investing into a professional one. Building upon nearly 20 years of corporate tax experience, where he implemented planning strategies and negotiated with auditors to save millions of tax dollars, Joseph is now helping friends and neighbors plan for their future financial needs. Joseph grew up in Cartersville and then attended the University of Georgia earning a Masters degree in Accounting. He met his wife, Jessica, in Atlanta and they moved back to Cartersville in 2013 to raise their three children in the same church, schools, and community that helped to shape his values. Joseph volunteer

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Profile Information

Financial Advisor and Wealth Advisor

Wealth Enhancement & Preservation

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Cartersville

Georgia

United States

Aug 30, 2025

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