Money cannot buy happiness:
Money is a tool that allows you the freedom to pursue your true goals, whatever they may be. I want to fully understand your goals, implement strategies to help you achieve those goals and help you steward your money in a way that you understand and feel comfortable with.
Whether your goals are saving for retirement, traveling with family, sending your grandchildren to college debt-free or leaving a legacy to a beloved charity, I am excited about working with you to help make those goals a reality.
My Unique Approach:
I bring a unique perspective to financial advising informed by my previous work in higher education. Prior to joining Edward Jones, I spent over 15 years teaching and working in student success at universities around the country. In my work, I counseled and taught college students, helping them achieve success with coaching and careful planning. Educating and helping you be successful are still central to my work as a financial advisor.
While my clients are sure to get my full attention, I am not alone in my work. Our Oxford branch has over 40 years of experience to help our clients be successful. Our cumulative experience in the financial industry has spanned the dot com bubble, 2008 financial crises and the 2020 COVID19 pandemic. With our experience and local presence, paired with the resources of a Fortune 500 firm, we are confident that we can help you or your business be successful.
The Clients I Best Serve:
- Serious investors looking for a partner
- Those navigating major life changes (retirement, marriage, divorce, inheritance)
- Business owners
- Teachers and educational administrators
- College savers
Outside of work, you can find me spending time with family, volunteering with the Boy Scouts or our church, coaching little league baseball, going to school or community events, or grilling on the Big Green Egg. We are avid fans of the Baylor Bears (Sic 'em), Philadelphia Phillies/Eagles and Geneva College Golden Tornados.
- Retirement Savings Strategies
- Business Retirement Plans
- College Savings
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberJoe Oliver at (610) 998-9046
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