WELCOME TO CIRCLE CITY WEALTH MANAGEMENT
WELCOME TO CIRCLE CITY WEALTH MANAGEMENT
Joe is the founder and President of Circle City Wealth Management. He provides investment advisory and financial planning services to clients and manages all aspects of the firm. Prior to founding the firm in 2017, Joe served as Vice President of a fee-only investment advisory and financial planning firm for 15 years. Joe is a graduate of the Kelley School of Business at Indiana University-Indianapolis and has a passion for financial literacy. He is a lifelong resident of Central Indiana and currently lives in Carmel. Joe has served as a volunteer and on the Board of Directors for various local non-profit organizations.