JOYN, Inc.

Your success creates unique challenges, complexities and decisions. That’s why it’s essential to choose a wealth management firm you trust. A firm that shares your values and beliefs. One that helps enhance your life by helping you better manage your money and mindset.

A firm that’s investing in innovation, building new competencies to deliver a new discipline in wealth management – one that embraces behavioral science and our humanity so we can help you overcome challenges and use your money and wealth to create an extraordinary, joyful life.

We’ve invested over a decade developing Behavioral Wealth Management because we believe that traditional wealth management is broken. Why? Because it focuses on numbers, not necessarily on helping you understand how your financial resources can help you make more confident critical life decisions. Our new discipline merges superior wealth management with expertise in behavioral finance/science (the “human factor”), stress and decisions, and life event expertise.

Our model is designed to help you make better personal & professional decisions (especially during stressful, expensive life challenges) that affect your money, wealth and quality of life.

Needing to Make a Financial Decision?

CONTACT US

Maybe you’re considering a new (or your first) wealth management firm. Perhaps you’re curious about Behavioral Wealth Management and how it differs from the traditional model. (A lot!) Questions, comments, and introductions are welcome too. Contact us now and we’ll respond shortly.