The Wealth Advisors of Capital City Financial Partners are supported by a team of professionals who provide an unparalleled client experience. Our professional support team assists with client services, account maintenance and coordinating ongoing consultations. Each member of our support team works together to exceed your expectations. Our Wealth Advisors, Josh Bradley, Jason Heming and Greg Young bring more than three decades of combined experience to Capital City Financial Partners.
Josh began his financial career more than a decade ago. He was with Voya Financial for 7 years as an independent financial advisor and thought the large brokerage firm would be a better fit for his clients. Always having the best interest of his clients at heart, Josh decided to form Capital City Financial Partners under a Registered Investment Advisory (RIA) structure in 2016. As an RIA, the firm has a fiduciary duty in how we manage each client’s wealth. We have partnered with Great Lakes & Atlantic to further fulfill our fiduciary mandate utilizes the resources of the robust support engine that we can take advantage of. Key fiduciary duties include serving the client’s best interest, acting in utmost good faith, acting prudently – with the care, skill and judgement of a professional, avoiding conflicts of interest, disclosing all material facts and controlling investment expenses. The foundation of our client relationships is trust. We are committed to ensuring that your needs will be understood and respected while providing the highest level of service.
Born and raised in the Columbia area, Josh attended the University of South Carolina before joining the South Carolina Air National Guard. He enjoys spending time with his family and being involved in the local community.
Greg comes to Capital City Financial Partners with more than 28 years of experience in the financial services industry. He began his career at Fidelity Investments and also has worked for Chase and Scottrade. The purchase of his first stock at age 18 started his love for investing and since he joined the industry 28 years ago, helping others has always been his goal. Greg has a passion for retirement planning and fixed income investing with an extensive knowledge of mutual funds.
Greg received his undergraduate degree from Wright State University with a bachelor’s of science in Business. When he isn’t working, he loves spending time with his wife and two boys whom he has coached in a variety of sports. He also enjoys fishing, golfing and time at the beach.
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Investment Advisory Services offered through Integrated Advisors Network LLC (IAN), a Registered Investment Advisor. Certain Representatives of Capital City Financial Partners are also registered with and offer securities through, APW Capital, Inc., Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, (800) 637-3211. Capital City Financial Partners is neither affiliated with or under common control of either APW Capital or Integrated Advisors Network. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Capital City Financial Partners and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Integrated Advisors Network.