Joseph Marques (CFP®)

Joseph Marques focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Additional Information

I received my bachelor's degree from Virginia Tech. I am a CERTIFIED FINANCIAL PLANNER™ professional and a member of the National Association of Personal Financial Advisors (NAPFA).

Our firm helps clients prepare for and enjoy their retirement.

NAPFA Start Date

April 16, 2014


This Office

Call for an Appointment or Talk with Us via our Website Chapel Hill, NC 27516 Phone: (919) 366-7477