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 financial 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 having served 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
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- High Net Worth Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Joe Sallee is a NAPFA-Registered Financial AdvisorThe 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.
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Joe Sallee is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Joe Sallee and Bay Capital Advisors are Featured in Financial Services Review: "Bay Capital Advisors: Helping People Fulfill Their Goals"
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Joe Sallee is Quoted in MarketWatch: "‘You have to be smart’: Are you a first-time investor who wants a slice of GameStop’s epic ride? Read this first"
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Joe Sallee is Quoted in US News and World Report: "5 Tips to Ease Investing Anxiety"
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Joe Sallee is Quoted in MarketWatch: "Investment Apps May Guide You Through a Turbulent Market, but May Encourage Risky Behavior"
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Joe Sallee Named to Careful Cents' 2019 List of Best Financial Advisor in Virginia Beach
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Joe Sallee Serves on the Board of Directors for the Hampton Road Chamber - Virginia Beach Division
Contact Joe Sallee
Office Locations:
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1901 Dale Greene Pl
Virginia Beach, VA 23456
