Joseph Freemont, CFP

As a Wealth Management Advisor, Joe brings five years of financial services experience and a passion for delivering thoughtful, personalized strategies to individuals and business owners alike. Joe focuses on financial planning through a team-driven, planning-focused approach that simplifies complexity and empowers clients to make well-informed decisions.

By leveraging web-based financial technology, Joe helps clients stay organized, connected, and in control. From daily account visibility to intuitive planning tools, clients can benefit from an integrated system designed to bring clarity and structure to their financial lives.

Joe’s strength lies in his ability to think critically—whether assessing current financial realities or exploring forward-looking strategies. His organizational mindset and proactive, can-do attitude help clients navigate their unique goals with confidence and clarity.

A strong advocate for financial education, Joe extends his passion for personal finance beyond client meetings, creating and contributing to content through podcasts and YouTube to help more individuals access knowledgeable financial guidance.

Joe earned a Bachelor of Science degree in Finance and Accounting from DeSales University. Joe holds the Certified Financial Planner® professional designation.