Our Firm

 

 

 

 

 

 

Joseph Financial Partners was founded in 1994 with the goal of assisting our clients in every aspect of their financial lives.  We've provided straight forward, personal service.  Thus earning a reputation for excellence in our industry and earning our clients trust and respect based on referrals.  We are a family firm of advisors that live, volunteer and work in Fredericksburg. Through LPL Financial, we are able to offer multiple options for charging our clients. We prefer to place you in suitable investments and just charge  a one time commissions on what you invest so you can keep more of your assets. We can also offer managed accounts and charge annual management fees to avoid commission charges if it fits your goals and needs better. Call or email us for a free, no obligation consultation to see what is the appropriate path to help you towards your financial goals.

 

Check us out and Like us at Facebook.com/Joseph FinancialPartners...and take a tour of our historic office!  

 

 

With the independence and power of LPL Financial behind us, our clients benefit in many ways:

 

is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.  For more information about LPL Financial, visit www.lpl.com. 

 

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

 

Joseph Financial Partners is a: