The Joseph Group Capital Management

Email address and contacts

Quick try with Jonathan Bailey from josephgroup.com
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The Joseph Group Capital Management company description

“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!

Key Employees

  • Jonathan Bailey
    Client Advisor
  • Theresa LeChard
    Client Advisor
  • Alex Durbin
    Chief Investment Officer

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New team members of The Joseph Group Capital Management

Ella Huelskamp
Marketing Intern
Alex Jenney
Wealth Advisory Associate
Michelle O'Brien
Manager of Marketing & Communications
Anna D'Andrea
Manager of Investment Operations
Patrick Finneran
Client Advisor & Team Leader
Scott Mizer
Partner & President
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