With a recent Forbes recognition as a 2025 Best In State Wealth Advisor and deep roots in the community, founding partner Josh Schlieman is guiding his firm into its next chapter. As it becomes Schlieman Wealth, he and his brother Austin are reinforcing a legacy of personalized guidance and a long-term commitment to Northeast Georgia.
Your announcement highlights that the new name, Schlieman Wealth, better aligns with the Gainesville community. Beyond the name, what specific steps are you taking to deepen those local ties, and can you share an anecdote that illustrates your firm’s commitment to the Northeast Georgia region?
This name change aligns our brand with the Gainesville community where we live. When I moved my family back in 2014, this office became our operational heart. Deepening local ties means being true neighbors, providing advice grounded in shared values. We are invested here for the long term, helping secure local legacies because their success is our community’s success.
The release assures clients of the same team and philosophy. How do you proactively communicate this continuity, and could you describe the step-by-step process you use to provide the “thoughtful, personalized guidance” mentioned for a new family or business owner joining the firm?
We’ve been proactive, assuring clients our team and philosophy are unchanged. For new families, our process begins with listening to provide truly thoughtful, personalized guidance. We build a plan for clarity and confidence, remaining agile as lives evolve. This is about creating a lasting partnership, not just a transaction.
With over 65 years of combined experience, you and your brother Austin have distinct career paths. How do your individual backgrounds complement each other in client strategy sessions, and can you walk us through a scenario where your different perspectives created a more robust financial plan?
Our combined 65 years of experience is strengthened by our distinct paths. I have deep local roots, while Austin brings a national perspective from his work before joining in 2021. This dynamic lets us create robust financial plans. We blend on-the-ground community knowledge with a high-level strategic outlook for our clients.
Josh, congratulations on the Forbes 2025 Best In State Wealth Advisor recognition. What core principles of your client service do you believe led to this honor, and how does this award reinforce the long-term vision you have for the newly branded Schlieman Wealth?
That Forbes recognition reflects our team’s philosophy: building strong relationships and focusing on clear, long-term planning. For the new Schlieman Wealth brand, this award reinforces our vision. It confirms our commitment to service and community is a standard of excellence we carry forward.
What is your forecast for the financial and investment landscape over the next 12-18 months, especially for the families and business owners you serve?
My forecast is focused on resilience. The financial landscape is always changing, so we help clients navigate that complexity with confidence. It is critical to have a sound plan that lets you tune out market noise. We will remain agile and responsive, ensuring our clients have the thoughtful guidance to thrive no matter what the future brings.
