The Joseph Group

Todd D. Walter, CFP®, CPA

Partner and Chief Wealth Planning Officer
Clifton StrengthsFinder®

Harmony – Developer – Belief – Responsibility – Empathy

Todd advises firm clients regarding their portfolios and utilizes his extensive financial planning background to meet clients’ planning needs.

Prior to joining The Joseph Group, he was a financial planner with Ronald Blue & Company in Indianapolis, where he served high net worth individuals implementing comprehensive financial plans and investment solutions.  Todd’s career also includes time at Ernst & Young specializing in individual income taxation and a short stint as an auditor with a regional accounting firm.

Todd is a huge tennis and golf fan and has a goal of going with his family to all four major championships in both sports.  He is a 1998 graduate of Miami University where he met his wife, Elise, who cares for their two young daughters.  They are members of Scarlet City Church in Clintonville.

Contact Todd D. Walter, CFP®, CPA