Search
Close this search box.

Joel Musser

Joel Musser

As a Senior Wealth Advisor on our Financial Planning Team, Joel leads a team of dedicated professionals that are devoted to building lasting relationships with Clients by delivering personalized, strategic advice to ensure that the future they envision becomes a reality.

Bringing 15 years of experience in financial planning since graduating from Hillsdale College in 2007, Joel has shown a deep commitment to fiduciary principles and is driven by a passion for people and the ability to have a positive impact on their personal and financial lives. Joel’s credentials include:

  • Expertise in comprehensive financial planning, investment strategy, retirement planning, tax analysis, insurance planning, and Estate tax minimization.
  • Certified Financial Planning Professional (CFP®)
  • Bachelor of Arts, Degree in Economics from Hillsdale College
  • Member of the National Association of Personal Financial Advisors (NAPFA)
  • Ohio Notary
  • Joel has been quoted in a number of industry publications including Yahoo finance, the Business Courier and others.

Joel became a shareholder of the firm effective January 1, 2022.

Born and raised in Cincinnati, Joel loves spending time with his wife, Nancy and their 5 kids (aged 11 to 5). In a rare free moment, he can be found looking for a memorable life experience, a sport to join/coach, or a musical instrument to play. He is also very involved in the community, serving in various roles at Mars Hill Academy, North Cincinnati Community Church, and several other charitable organizations.