Simon Joseph

About Simon Joseph

Simon Joseph is an American financial advisor and the founder of Joseph Wealth, a private financial planning firm based in Alexandria, Virginia. He has more than sixteen years of experience in the financial services industry, specializing in asset management, retirement planning, and investment strategy.

Joseph began his career in 2008 with ING Financial Partners during the global financial crisis, gaining early experience in navigating market volatility and client planning under pressure. He later joined Morgan Stanley, where he worked as a Vice President and financial advisor for seven years. From 2016 to 2022, he served as Vice President at Truist Wealth, focusing on long-term portfolio management and client relationship development.

In 2022, Joseph founded Joseph Wealth to provide independent, client-focused financial advice. His firm emphasizes custom portfolio design, tax efficiency, and risk management. His approach is rooted in transparency and disciplined planning, with a focus on creating sustainable, long-term financial strategies.

Joseph holds a bachelor’s degree in Economics and Biology from Randolph-Macon College in Ashland, Virginia. While in college, he was a member of Sigma Alpha Epsilon and played varsity lacrosse.

Outside of his professional work, Joseph serves as a deacon at the First Baptist Church of Alexandria and is active in community outreach. He lives in Alexandria with his wife, three sons, and two black Labradors. His career reflects a steady focus on integrity, personal service, and practical financial guidance.