Joe Garrison is an Advisor in the Maple Lawn, Annapolis, and Salisbury offices. He joined Wealthspire in 2020 as part of the legacy StratWealth team. Joe works with individuals and families to design comprehensive solutions which synchronize all aspects of their financial lives including the areas of investments, taxes, insurance, estates, and trusts. He also has extensive experience working with corporate executives to maximize the value of their equity compensation and benefit plans. Driven by a passion to serve others, Joe finds it particularly rewarding to deliver clients the confidence that comes from knowing that all aspects of their financial life are in order.

Prior to joining Wealthspire, Joe spent 21 years at StratWealth as a Partner and Advisor. In his tenure, he helped to build and grow the award-winning firm, serving for nearly 10 years as Director of Investment Research and Chair of the Investment Committee.

Joe is an active board member and chair of the finance committee for Leadership Howard County, which is a non-profit organization that seeks to inspire and connect local leaders to make Howard County the best place to live, work and play. Joe enjoys spending time with his wife, and their three children. He can often be found cheering the kids on at their sporting events or playing alongside them.

Previous Experience

  • Partner at StratWealth
  • Director of Investment Research at StratWealth
  • Investment Committee Chair at StratWealth

Education & Credentials

  • BA, McDaniel College, Business Administration, Minor in Accounting
  • Certified Financial Planner (CFP®)
  • Accredited Investment Fiduciary® (AIF®)

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.