Joseph Marques (CFP®)

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

Cash Flow/Budgets/Credit Issues

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Women's Financial Planning Issues

Planning Specialties

We specialize in providing financial planning and investment management for professional women and their families. We also work particularly well with college and university professors, physicians, and upper level administrators.

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). I enjoy helping clients identify their financial goals and understand their financial trade-offs. I strive to provide clients with the necessary information and guidance for them to make confident financial decisions.