Joseph McCarthy, CFP®, ChFC®

Senior Wealth Advisor


Joe joined the firm in June 2023 as a Senior Wealth Advisor. With over nine years of experience, he helps clients navigate the financial decision-making process to help them achieve their short- and long-term goals.

He earned his Bachelor’s in Finance in 2013 from Salisbury University and currently holds a Series 66 – Uniform Combined State Law License, the Chartered Financial Consultant (ChFC®) designation, as well as the Certified Financial Planner (CFP®) designation. He lives in Kensington, MD with his wife Victoria and their new daughter. In his free time, he enjoys golfing, restoring classic cars, and flying to different local airports with his Private Pilot’s License.