Joseph Mayone

Senior Vice President, Wealth Advisor

Areas of Expertise

Tax Strategies

Equity Compensation

Retirement Planning

Qualifications & Experience

BA in Finance, Business & Organizations
CFP

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Bloomfield Hills, MI

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Words to Live By

You can’t always choose the path that you walk in life, but you can always choose the manner in which you walk it.

John O’Leary

Client Experience Professionals

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Team Members

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About

Joe is a fiduciary who specializes in financial planning, investment management, and tax-efficient strategies. For nearly a decade, Joe has been dedicated to helping individuals and families grow their wealth, minimize their taxes, and achieve financial independence. He finds great fulfillment in seeing his clients reach their long-term financial goals with confidence.

Joe earned his BA from Albion College, with a double major in Finance and Business & Organizations. Committed to continuous learning and providing his clients with expert financial guidance, he obtained the Certified Financial Planner (CFP^®) designation in 2024.

Outside of work, Joe enjoys running, reading, playing golf, and cheering on the Detroit Lions. His favorite pastime, however, is enjoying the executive chef-level meals prepared by his wife, Abbey.