Joe Zurschmiede, CFP®, JD

Senior Associate


Client Advisory


Joe is a Senior Associate in the Louisville office, where he assists clients with matters related to estate planning, taxation, and financial planning.

Prior to joining Cerity Partners, Joe served as a Financial Advisor & Legal Strategist at ARGI Financial Group. Before ARGI, he worked as a law clerk for a full-service, regional law firm in Louisville.


  • B.S.B.A. in Finance from Ohio State University
  • J.D. from the University of Louisville, Brandeis School of Law


  • Admitted to the Kentucky Bar Association

Connect with Joe

By clicking “Submit”, 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.

Meet Our  Client Advisory Colleagues