Joseph Edmondson

Wealth Advisor

Joseph Edmondson is a seasoned financial planner with nearly two decades of experience helping clients build confident financial futures. Before transitioning into personal financial planning, Joseph began his career in the mutual fund and hedge audit division at one of the world’s largest accounting firms, where he developed a strong technical foundation. He became a Certified Public Accountant in 2006 (license currently inactive) and earned his CERTIFIED FINANCIAL PLANNER^® designation in 2010. As he celebrates his 18th year in financial planning in 2025, Joseph continues to draw from both his professional training and personal journey to connect meaningfully with his clients.

Joseph brings empathy, understanding, and a deep respect for every client’s financial path and within his personal life. He currently lives in Westchester with his wife and two young daughters, Chloe and Sophia. He finds joy in making breakfast for his family each morning and staying active through regular workouts. A passionate sports fan, he roots for the Knicks, Yankees, and Dallas Cowboys and enjoys visiting sports arenas across the country when traveling. Having explored over 20 countries across four continents, Joseph also loves trying new cuisines and is excited to expand his cooking skills—especially with plans to master his flattop grill this summer.