Joel Busboom Financial, LLC

Overview

Joel Busboom Financial, LLC is an independent registered investment adviser organized as an LLC and led by Joel Busboom. The firm serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational workshops. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. The firm identifies as a capital allocator but operates with a clear equity tilt: exchange-traded equities are the primary building block of client portfolios. Joel Busboom Financial is not positioned as an ESG- or pension-focused consultant and does not report multi‑state registration activity. Portfolio management is delivered on a non-discretionary basis, so clients retain trading authority while the adviser provides model construction, manager selection and ongoing advice. For small institutional or business owners, the firm blends separately managed accounts and pooled vehicles such as mutual funds where appropriate to meet customized tax or cash-flow needs.

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Location & Offices