Joe Petry (CFP®, CRPC®, MSPFP, PhD)

Joe Petry focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

Portfolio withdrawal strategies Roth conversions Tax bracket management Analyzing pension payment options Investment account consolidation Cash management Reallocating investment portfolios Social Security & IRMAA planning Tax gain/loss harvesting Health insurance coverage analysis Asset location/allocation analysis Periodic portfolio rebalancing Amending insurance coverage Debt refinancing & consolidation Retirement spending plan Updating estate plan Income tax withholding elections Buying or selling real estate

Additional Information

Joe Petry, Ph.D., CFP®, CRPC® is the founder of Mayfair Financial, a respected financial planning and asset management firm. With over 30 years of experience in financial markets and education, Joe has become a sought-after advisor for individuals and families seeking comprehensive financial planning and tax-efficient retirement planning. Mayfair Financial is a flat fee, fiduciary firm, always acting in its client's best interests. Joe's expertise, credentials, and dedication make him an ideal partner for anyone to confidently transition into retirement. Joe's approach to financial planning emphasizes simplicity, customization, and dedicated service, all delivered through Mayfair Financial's flat fee, fiduciary model. This means that Joe and his team receive no commissions or sales fees for any of the products or services they recommend, ensuring they always act in their clients' best interests.

NAPFA Start Date

February 24, 2023


This Office

3 Silver Lane Kirkwood, MO 63122 Phone: (217) 840-5538