Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Joseph R
Series 63, Series 66
Charlotte, NC
Simplicity Wealth
Joseph Roseman Jr. is a financial advisor at Simplicity Wealth with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Simplicity Wealth, he worked at Retirement Capital Planners, O'Dell, Winkfield, Roseman & Shipp, and Corecap Advisors. Outside of advising, he co-hosts webinars with Medicaid Success, a nationwide Medicaid planning service. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios and independent manager options, along with technology and operational support for advisers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters