About Us

Our Mission

Named after Joseph Palmer, father of our company’s founders, The Joseph Group was established with a simple but powerful mission:

To understand and encourage our clients' cherished dreams and provide outstanding investment management and advisory services that help them fulfill those dreams.

Our Values

In choosing to honor their father, our founders identified five core values on which the company rests; values that their father has demonstrated consistently throughout his life:

  • Integrity
  • Excellence 
  • Enthusiasm 
  • Teamwork
  • Humilty

Our Clients

Our clients include, but are not limited to:

  • Individuals and Families
  • Professionals (physicians, attorneys, etc.)
  • Businesses
  • Not For Profits (foundations, social service agencies, etc.)

Most of our clients are located in Ohio though we do serve clients in several other states.

Our Services

Discretionary Investment Management - Many of our clients are individuals or institutions that retain us to manage their investment accounts on a discretionary basis. The type of accounts vary from client to client but include IRA rollovers, personal and corporate brokerage accounts, charitable accounts and trusts of various kinds. Accounts range in size from under $100,000 to several million dollars.

Group Retirement Plan Consultation/Advisory Services - Many of our clients are companies that hire us to serve as consultant/advisor to their company retirement plan, typically a 401k plan. For these clients we work with their leadership team and other plan advisors to craft plan design and provide ongoing investment review as well as to provide plan participants with enrollment assistance and investment education.

Wealth Planning/Financial Planning - For our discretionary investment management clients and 401k plan participants, we make available wealth planning and financial planning assistance at no additional cost.

Registration

The Joseph Group, LLC is an investment advisory firm registered with the Securities and Exchange Commission and the Ohio Division of Securities. The firm commenced business in January 1999 as The Joseph Group, Inc.