“Helping create great lives, one story at a time,” is our mission at The Joseph Group. An independent, fee-only wealth advisory firm serving individuals, families and companies, our signature financial planning and investment management capabilities integrate seamlessly to help each client simplify and clarify their financial life so they are encouraged to live the rest of their life with passion and purpose. Named after Joseph Palmer (the father of our founders and a social worker by trade), our dedicated team strives to reflect our core values in everything we do: integrity, teamwork, humility, excellence and enthusiasm. We would love to help you live your great story – contact us!
External link for The Joseph Group Capital Management
605 S Front St
Suite 100
Columbus, OH 43215-5626, US
Join us September 12 at Hofbrauhaus Columbus as Alex Durbin, CFA and R. Travis Upton, CFA, FRM, CAIA pull questions from the hat to discuss current events and the markets. Plus we'll have some great German food and beer! #investments #wealthplanning #liveevent #oktoberfest
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Partner and CEO R. Travis Upton, CFA, FRM, CAIA shares some charts that caught his attention this week, covering Fed rate cuts, small cap stocks, and tax policy.#markettalk #smallcaps #taxpolicy #fedrate
Meet clients and friends Bill and Colleen Rains. They thoughtfully took time before retirement to think about what their next chapter would look like, and now enjoy spending time on hobbies and with family. Enjoy their story! #linkincomments #greatlife #retirementlife
Wishing a relaxing and safe Labor Day Weekend to our team, clients, and friends. We hope you have a great one! #laborday #2024 #longweekend
We're excited to announce Patrick Finneran, CFP® has joined The Joseph Group as Client Advisor. Welcome! #newteammember #welcometotheteam #wealthplanning #bestplacestowork
Welcome Kaleb Luke! Kaleb recently joined The Joseph Group as Client Service Representative after graduating from Cedarville University. Kaleb loves spending time with friends and family, going to the lake, traveling, and watching sports. Born and raised in Nebraska, Kaleb remains an avid Husker fan, but we like him anyway! #newteammember #welcometotheteam #serviceexcellence #gobucks
Partner and CEO R. Travis Upton, CFA, FRM, CAIA talks about compound interest and explains the Rule of 72 and the impact it has on both investment growth and interest on debt. #linkincomments #investing #finance #compoundinterest
We’re #hiring - join the team! Apply today, or if you know anyone who might be interested, please share! #financialplanner #paraplanner #wealthadvisoryassocate #bestteam #bestplacestowork
Last week Joseph Group Co-Founder Matt Palmer hosted 35 women clients and friends on our annual bus trip to the Ohio Reformatory for Women. They met with incarcerated women who are part of a program to help to prepare them for their return to society. Each trip is incredible, as these incarcerated women share their amazing transformations. #linkincomments #transformation #lifeafterincarceration
Partner & Co-Founder Mark J. Palmer reflects on the inspiring lifetime of service of retired Colonel DeBow Freed, from West Point and an extensive career in the military to 37 years of service to higher eductation. #linkincomments #westpoint #ohionorthern #service