portrait of Joseph M Stoltzfus
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Joseph

My wife and I both grew up in Southeast Ohio and have been married for over 15 years. We love spending time together outdoors, hiking, kayaking, bike riding or just going for a drive to explore the Mid-Ohio River Valley area. Our four children range in age from 6 to 14. Together, we are active at church, 4-H, and a local home-school co-op. The kids especially love camping, fishing, kayaking and spending time on the family farm with their cousins.

As a resident of Southeast Ohio for over 40 years, I am proud to serve the people in our area...

Focus Areas

  • Business Retirement Plans
  • Corporate Executives
  • Farmers and Ranchers
  • Financial Services Professionals
  • Not-for-profit Organizations
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesDecember 2019 to Current

Education

  • Franklin UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Camping
  • Woodworking
  • Hiking

Team Members

  • Gail Swatzel
    Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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