Joseph Financial Partners was founded in 1994 by Sharon Joseph with the goal of assisting our clients in every aspect of their financial lives. After previously working 10 years in the financial industry for others, she joined LPL Financial to become her own independent financial advisor and principal of the firm.
In 2002, her husband, Jim McAfee joined the firm as a Registered Representative after 30 years in the medical field to make Joseph Financial Partners a truly local Mom & Pop shop for investing.
In 2009, Sharon's son, Jody Donovan, moved home and joined the firm after 5 years with Wells Fargo Investments in Houston as a Financial Advisor. Now we are a family firm of 3 financial professionals that live, volunteer and work in Fredericksburg. We also have clients all over the U.S. that have moved away and chose to keep us as their advisor forever.
In 2017, we added Krystal Geistweidt to the team who is now an LPL Registered Assistant with securities and insurance licenses to assist our clients in all trades.
Our Team was topped off in 2018 when we added Jenny Jones as our Administrative Assistant to additionally assist our team and clients.
We've always provided straight forward, personal services. This has earned us a reputation for excellence in our industry and our clients trust and respect based on continued referrals.
Education is an important part of our practice. We volunteer as educators for Community Education Classes and hold various educational offerings for our clients and their guests throughout the year.
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:
Our logo is comprised of an aerial view of a pyramid and our firm name.
We believe you must have four strong walls to support the foundation of a solid plan.
For you, our four walls are INTEGRITY, SERVICE, EXPERIENCE, KNOWLEDGE
Integrity ~ While holding ourselves to a fiduciary standard, we must do what is best for our clients at all times. We have made that commitment and stand by our integrity to always do so.
Service ~ Our team is focused on doing what you need and want from us. Whether it's just some basic advice, a shoulder to cry on or a detailed financial plan for your estate, we want to help.
Experience ~ With our years of experience, we've seen multiple changes in the industry and have adapted to do what is suitable for our clients success.
Knowledge ~ Through following the other three walls of our foundation, we continue to learn valuable strategies and lessons to share with our clients and our community.
Joseph Financial Partners is a: