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

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This Office

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