Joe Sallee

CFP®

Bay Capital Advisors, LLC

Managing Member, Financial Advisor

Joe Sallee

CFP®

Bay Capital Advisors, LLC

Managing Member, Financial Advisor

As a fee-only financial planner, I provide unbiased financial planning and investment advice serving clients in Virginia Beach and the greater Hampton Roads area. - Joe Sallee, CFP®

Fee-Only investment advisor and financial planner located in Virginia Beach, VA, serving clients in Virginia Beach, Chesapeake, Norfolk, Newport News, Suffolk, Southeast Virginia and Northeast North Carolina.

Joe Sallee is a Virginia Beach, VA fee-only financial planner. Bay Capital Advisors, LLC provides retirement income planning, investment management, and estate planning to help high net worth individuals, couples, and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joe always has your best interest in mind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Joe Sallee is a fee-only financial advisor at Bay Capital Advisors, LLC, located in Virginia Beach, VA.  He is a Navy veteran who served throughout the United States and overseas.  His assignments were aboard submarines and on staffs that took him around the world where he was exposed to a wide variety of cultures.  Before joining Bay Capital, he founded and served as CEO of Patriot Strategic Investments, LLC, where he served military families and government employees with their retirement planning and investment needs.

Joe is a graduate of the University of Oklahoma, where he earned his Bachelor’s of Science in Physics, and gained a love of college football. He has a Master’s of Science in Management from North Carolina State University, as well as a Master’s of Science in National Security Strategy from the National War College. He has been designated a CERTIFIED FINANCIAL PLANNER™ professional by the College of Financial Planning.

Joe is active in his community and currently serves on the United Way of South Hampton Roads Community Investment Committee, as well as the Chair of the Financial Review Panel.  He has served on the board of directors and as a volunteer with the Virginia Beach Court Appointed Special Advocates (CASA) and has served on the board of directors for the Virginia Beach Division of the Hampton Roads Chamber of Commerce.  He is a member of the National Association of Personal Financial Advisors (NAPFA).

Joe currently resides in Virginia Beach, Virginia. He and his wife, Martine, have four children, with one serving in the Army. He enjoys spending time in the beautiful Virginia outdoors, coaching soccer and watching his kids play sports.

Joe Sallee is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

The Bay Capital difference

Our Independence

We are an independent Registered Investment Advisor (RIA) firm, which means we are not tied to a single product, nor do we have any conflicts of interest. We are committed to offering unbiased and objective recommendations and strategies aligned with your unique needs and specific goals.

Our Approach

You deserve financial strategies that are as unique and personal as your goals and financial situation. We take the time to learn about your financial situation, retirement goals, and answer any questions or concerns you have. Our approach is process-oriented, not sales-oriented. We aren't focused on selling you products or recommending cookie-cutter strategies. Instead, we want to nourish long-term relationships and create an environment in which you are comfortable.

Our Goal

We understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it's hard to feel confident in your financial future. Our goal is to help you create a roadmap designed to connect today's reality with tomorrow's objectives.

Our Communication & Education

Whether you are a sophisticated investor or a financial novice, we want you to feel confident, comfortable, and well-informed. We provide you regular updates on your strategies, we encourage questions, and we are happy to meet or schedule a phone call to address your concerns. By staying in frequent contact, we believe we can build stronger relationships with you and your family that span generations.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Joe Sallee is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Joe Sallee is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Joe Sallee

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Office Locations:

  • One Columbus Center
    Suite 600
    Virginia Beach, VA 23462

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