loader image

Comprehensive PlanningInvestment Management

For over 20 years Joule Financial has worked to help clients all throughout the US identify and quantify their financial goals and objectives. Joule then provides the energy and experience necessary to meet those goals while measuring progress through a variety of metrics. Joule Financial is a Fee-Only, Fiduciary and our planning department is led by a Certified Financial Planning Professional.

A Powerful Difference

We realize everyone is different, with unique needs and goals. Therefore, we bring a customized approach to every relationship with the intention of ensuring that we’re pursuing the appropriate course of action for the client.

Founded in 2001, Joule Financial exists to help clients identify and quantify their financial goals and objectives, providing the energy and experience necessary to meet those goals while measuring progress through a variety of metrics.

Embracing a fee-only fiduciary model, Joule Financial derives revenue through financial and retirement planning as well as investment management. Our revenue correlates with the success of our clients, and it is always in our best interest to provide unbiased, objective guidance in order to navigate the financial markets.

Fee Only / Fiduciary 

Retirement & Financial Planning

At Joule Financial we offer a full range of world class services to ensure your financial goals are within reach. We want to help resource you with all you will need to achieve the life you desire.

Investment
Management

Founded in 2001, Joule Financial exists to help clients identify and quantify their financial goals and objectives, providing the energy and experience necessary to meet those goals while measuring progress through a variety of metrics.

Wealth
Development

Stay informed and see our latest updates, news and interviews. Also consider subscribing to our podcast to learn about what we think you should be paying attention to as it relates to your financial future.

Comprehensive Wealth Management

Most of our clients utilize our firm for a complete and comprehensive approach towards their goals and objectives. Partnering with us to not only build a comprehensive plan, but also overseeing the allocation, management and ongoing care as an independent fiduciary.

Risk Tolerance

The markets work in cycles, punctuated by significant and unexpected corrections. How much your portfolio participates in those cycles depends in large part on your risk tolerance.

Asset Allocation

One of the most basic, yet ignored, principals of successful investing is properly allocating investments among different asset classes. Asset allocation is commonly mistaken with diversification – but the two are quite different.

Rebalancing

Over time, the asset allocation and diversification of the portfolio will change. At different times, different asset classes will outperform others, so we believe it is important for a portfolio to be rebalanced in order to achieve the desired allocation.

Time

Entering into a relationship with an investment advisor should not be taken lightly, and the success of an investment strategy can only be determined after navigating a series of financial market cycles. Immediate success is not always the case. 

Diversification

With proper diversification or exposure to multiple asset classes, individuals can not only potentially improve results, but they may also reduce portfolio volatility.

Ready to schedule a meeting?

Meetings are informal and confidential. They can be in-person or via Zoom. We are looking for clients who will be partners – building a relationship based on mutual respect. We would like to get to know you just as much as you would like to learn more about us.

Joule Financial
1216 S. Broadway
Lexington, KY 40504

(859) 881 – 0777
(855) 881 – 0777

Request a Meeting