portrait of Joel D Mille
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Joel

One of the most important lessons I've learned after working almost two decades with people – relationships mean everything. Which is why I use that lesson every day to build strong relationships with the families I commit to working with.

As a CFP® professional, and through building my practice over the last 17 years in the great community of Broadview Heights, I've experienced the struggles and pride of building something of value. Therefore, I focus on strategies that can help individuals build wealth and define purpose to achieve their goals over time.

When you decide to work with our practice, we start...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

Work History

  • Edward JonesOctober 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cleveland State UniversityMaster of Business Admin
  • Capital UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Golfing
  • Basketball
  • Baseball

Team Members

  • Britt Vilevac
    Branch Office Administrator
  • Savannah Wade
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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