Get the app

Forgot Password / Enroll



Meet Our Team
Joe Clay

Joe Clay Portrait
Joe Clay
Wealth Advisor
(502) 625-0806

Warren Buffet once said, “Do not save what is left after spending, but spend what is left after saving.” Combining this philosophy with his love of relationship-building with clients is what has made Joe the skilled wealth advisor he is today.

After spending four years serving his country in the United States Marine Corps, Joe began his career in the financial industry. Realizing the satisfaction he found in helping his clients make long-term, strategic financial plans, he quickly directed his focus towards wealth management. Joe works to ensure his clients make the most of the retirement they currently have, while also devising a game plan for continued financial growth and longevity.

A Kentucky native, he received his Bachelor of Science from Indiana Wesleyan University and enjoys spending his free time being outdoors as much as possible with his wife and young son.

Email Joe