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.

NAPFA Start Date

April 16, 2014


This Office

1504 E Franklin St Ste 105 Chapel Hill, NC 27514-2820 Phone: (919) 929-2495 Fax: (919) 929-2496