A complete list of active advisors currently associated with Joule Financial, LLC

Warmer can help you find a great advisor at Joule Financial, LLC or one who fits your needs even better.

Joule Financial advises individuals, trusts, and high‑net‑worth clients through discretionary portfolio management and financial planning, offering a complimentary basic "Power Plan" and paid comprehensive planning when requested. The firm reports approximately $478.6 million in discretionary assets under management, uses custodians including Charles Schwab, Fidelity, Jefferson National and TIAA‑CREF, and generally requires a $500,000 household minimum with exceptions considered on a case‑by‑case basis. The firm customizes client allocations using defined model portfolios and may engage sub‑advisers; its investment process incorporates charting, technical and fundamental analysis and employs long‑term, short‑term and trading approaches. Joule discloses the use of derivatives, leveraged ETFs and the potential for leverage or borrowing in certain strategies, and it monitors suitability through onboarding questionnaires while allowing clients to impose investment restrictions. Joule is owned by Bluespring Wealth Partners and discloses a network of affiliated entities that includes a trustee (Arden Trust Company), broker‑dealer and insurance affiliates within the Kestra group and numerous affiliated advisory and insurance firms, which the brochure identifies as a source of referral‑related conflicts of interest. The firm’s brochure also discloses recent material changes—such as no longer voting proxies on clients’ behalf and updates to affiliations and personnel licensing—and describes operational features like direct fee deduction from custody accounts and the use of standing letters of authorization.

To learn more about the advisors currently working at Joule Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.