Joseph Myer
*Advising clients since 2000 *CERTIFIED FINANCIAL PLANNER™ professional *Harvard University Master's Degree in Finance *Georgetown University Certificate of Financial Planning *University of Wyoming Bachelor of Science *Worked at the Chicago Board of Trade
Outside of work, Joe has dedicated countless hours to various leadership and volunteer roles with non-profits, Rotary International, and local government. Joe has served as President of the Clarke County Education Foundation and the Rotary Club of Frederick County. He has also served as Co-Chair of the United Way Day of Caring. Joe currently serves on the Board of Directors for the Clarke County Sanitary Authority and the Finance Council of his church, St. Bridget of Ireland Catholic Church.
Joe is a native of and currently resides in Clarke County, Virginia, with his wife, Tamara, and their four children.
Our Team
2000
5-9 Employees
LPL Financial
LPL Financial
VA, NC, SC
4
Joseph has been giving clients comprehensive and personalized advice since 2000. In that time, he has helped clients navigate some of history's most challenging market and economic conditions. Joseph's dedication to continual professional growth has earned the trust of high and ultra-high net worth investors. As an independent advisory firm, Courser Capital Management places its clients' interests at the center of its advice.
Non-Profit Organizations, Individual Investors, Businesses
Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Investment Advice & Management
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Alternative Investments, Exchange Traded Funds (ETFs)
Yes
Our Office, Phone, Video Conference
Fee-Based
$1,000,000
Flat Fee, Based on Assets
1.00
$5420
120
120
120
$242,406,508
120
120
120
$242,406,508
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
