Joe is a CERTIFIED FINANCIAL PLANNER™ professional who is passionate about helping his clients pursue their financial goals.
Joe founded Harford Retirement Planners to provide customized advice and knowledge to his clients. By partnering with the nation’s largest* independent broker dealer, LPL Financial, Harford Retirement Planners has access to the resources of an organization with over 4,000 professionals.
It is his experience working with many individuals over the years from many backgrounds that inspired Joe to write his book, Decades & Decisions: Financial Planning At Any Age. He has also been featured in various publications such as The Wall Street Journal, Kiplinger, Yahoo! Finance and the Baltimore Business Journal among others.
Joe, his wife, Jane, and their three children live in Bel Air, Maryland. Joe is active in the local community and volunteers his time with Found in Faith Ministries and The Success Project. On the rare occasion he finds time for himself, Joe enjoys cars, woodworking, cooking, and watching the Ravens.
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.