Joe Petry
PhD, CFP®, CRPC®
Mayfair Financial
Founder & Financial Planner
Joe Petry
PhD, CFP®, CRPC®
Mayfair Financial
Founder & Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Joe Petry, PhD, CFP®, CRPC®
Fee-Only financial planner located in Kirkwood, MO, serving clients locally and across the country
Joe Petry is a Kirkwood, MO fee-only financial advisor serving clients locally and across the country. Mayfair Financial provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joe Petry is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hooper, hiker, and dog lover!
Joe Petry is the founder of Mayfair Financial, a trusted financial planning firm. Mayfair Financial is an advice-only, flat-fee firm that helps clients reach their goals and achieve financial independence. We specialize in providing guidance and education as we develop clients’ action plans so that they can implement the plan themselves and manage their own money. We are a fiduciary for our clients, meaning we always act in the client's best interest--we receive no commissions, loads, sales fees or referral fees of any sort for any of the products or services we recommend.
Over three decades, Joe has worked in financial markets and educated others on how they work. He has built a process that emphasizes simplicity, detailed customization, and dedicated service. He works closely with individuals and families, helping them untangle the complexities and capitalize on their wealth opportunities.
Joe began his career in 1991 after completing a Ph.D. in economics from the University of Illinois. He went on to work as an Economist at Citibank and Credit Suisse First Boston and taught economics and finance at NYU Stern School, IUPUI, and the University of Illinois. Throughout his career, Joe has thought carefully and deeply about wealth management and the evidence-based practices that differentiate the very best advisory services. Joe earned his Master's in Personal Financial Planning from the College of Financial Planning and holds the Chartered Retirement Planning Counselor® credential. He is active with the Financial Planning Association and the XY Planning Network. Joe is a fiduciary for his clients, meaning that all decisions are made with their best interests at heart.
Beyond financial planning, Joe is an active member of St. Peter Catholic Church and the ACTS retreat community. He served on the Illinois Association of Park District Board of Directors, Champaign Park District Board, East Central Illinois Foundation, and Prairie Rivers Board. He has received awards for his volunteerism and leadership and believes in the power of random acts of kindness as one way to better the world around us. Joe enjoys spending time with his wife, Ann, family (including dogs Finn and Emy), and friends. He loves being out in nature, hiking, camping and is a voracious reader. He also loves playing basketball with his buddies.
Mayfair Financial is an advice-only, flat-fee financial planning firm. We help clients reach their goals and achieve financial independence. We specialize in providing expert guidance and customized education so they can implement the plan themselves and manage their own money. We are a fiduciary for our clients, meaning that we always act in the client's best interest--we receive no commissions, loads, sales fees, or referral fees of any sort for any of the products or services we recommend.
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
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Joe Petry 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 Petry 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 Petry is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
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Joe Petry is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Joe Petry
Office Locations:
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By Appontment or Virtual
Kirkwood, MO 36122
