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Client Advisory

Biography

Joe is a Partner in the Louisville office, where he serves his clients by providing independent coordinated advice with a focus on retirement planning, investment management, and risk management to professionals, pilots, and retirees.

Prior to joining Cerity Partners, Joe was a Senior Financial Advisor at ARGI Investment Services, where he was responsible for leading an interdisciplinary team in delivering financial planning, investment management, risk management solutions, as well as driving new business development. Joe also served on ARGI’s Investment Committee and its Board of Directors.

Learn more about my practice.

Education

  • B.S. in Finance from the University of Louisville

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

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California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.