JOINER FINANCIAL, LLC

Overview

Joiner Financial, LLC is an independent registered investment adviser focused on individual and family clients. The firm delivers financial planning and portfolio management for individuals and small businesses, operating a fee model that includes a percentage of assets under management, hourly charges and performance-based fees. Investment activity shows a clear tilt toward equities: the adviser favors exchange-traded instruments as the primary vehicle for client exposure while supplementing core positions with mutual funds and selected alternative strategies. Manager allocation appears pragmatic and liquidity-minded. Portfolios rely on separately managed account structures and liquid, exchange-traded instruments for core equity exposure, with third-party alternative managers used selectively. The firm is not positioned as an active ESG investor and does not present itself as a multi-state or pension consultant adviser. Joiner Financial maintains an industry affiliation with an insurance company and incorporates insurance solutions into planning where appropriate.

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Location & Offices