Broker Check
Joseph A. Fermano

Joseph A. Fermano

Managing Partner/ Investment Advisor

For Joe Fermano, financial planning is not just a career. It's a way of life.

With over 30 years of experience - including working on Wall Street for an investment banking firm - he's committed to helping individuals, small businesses, and organizations attain and maintain financial security.

His extensive career has afforded him the opportunity to interact with people of every background, every walk of life.

"The way I see it, whether you're a first time investor, preparing for retirement, or looking to protect your assets in retirement, you deserve a knowledgeable, experienced advisor, someone to manage the financial ebbs and flows of investing."

As a Investment Advisor Representative, Joe's goal is to help his clients develop, implement, and navigate a well - balanced investment strategy in an effort to accomplish their fiscal goals and objectives. "My role is not only to educate and advise clients, but also help better the quality of their lives."

"When you manage people's money, you learn a lot about the challenges of life and effective ways to achieve success - financial and otherwise."

Joe also authored and published a book Quotes for Life & Words to Live By. Visitors to Joe's website can sign up for the "Daily-Dose" - an inspirational quote emailed to the subscriber. "This is just another way I can touch the lives of others on a daily basis."

A graduate of Rowan University with a Bachelor of Communications in business management, Joe also holds several financial registrations including Series 7, 63, 65 and life and health insurance.

As a husband and father, Joe's commitment to helping people help themselves is rooted in his love of humanity and life. He currently resides in New Jersey with his wife and three children. He is School Board Chair of St. Teresa's Regional School, has coached little league baseball for years, and is a member of the Haddon Heights Business Association.