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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

The Joseph Group Capital Management

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United States
Columbus, OH
The Joseph Group Capital Management

Understand and encourage clients' cherished dreams and provide outstanding investment management & advisory services that help them fulfill those dreams.

Named after Joseph Palmer, father of our company’s founders, The Joseph Group was established with a simple but powerful mission:
"To understand and encourage our clients' cherished dreams and provide outstanding investment management and advisory services that help them fulfill those dreams." In choosing to honor their father, our founders identified five core values on which the company rests; v

alues that their father has demonstrated consistently throughout his life:

-Integrity
-Excellence
-Enthusiasm
-Teamwork
-Humility

Our clients include, but are not limited to:

Individuals and Families
Professionals (physicians, attorneys, etc.) Businesses
Not For Profits (foundations, social service agencies, etc.) Most of our clients are located in Ohio though we do serve clients in several other states.

05/28/2026

Today we are welcoming back our Financial Advising intern from last summer, Avery Rice, as a full time Investment Operations Associate! This is a clear example that our team at The Joseph Group takes our leadership with the interns seriously to prepare them for the working world! We're so blessed to have Avery back with us!

05/26/2026

This is such a beautiful reflection on love, family, service, and the traditions that shape a meaningful life. Head over to our website to read our newest friend and client story about Clay Cormany & Becky Princehorn. We were especially moved by the family’s annual Thanksgiving charity voting tradition and the way they’ve built generosity into their legacy. This story is definitely worth taking a few minutes to read.

05/22/2026

Have you read our latest WealthNotes?📖
In "Conversation With a Wall Street Strategist" Travis Upton, Partner and Chief Executive Officer, writes about why U.S. stocks continue reaching record highs despite global uncertainty, concluding that strong corporate earnings have been the main driver. Click the link below to read more about it: https://josephgroup.com/conversation-with-a-wall-street-strategist/

05/20/2026

Welcome our new summer 2026 Marketing Intern Ella Huelskamp! She is currently studying Multimedia and Marketing at Ohio University and is joining us this summer on our marketing team! She will be working alongside Matt Palmer and Michelle O'Brien on all things social media, website redesign, video projects and more! Catch her taking some photos and videos at our upcoming events!📸

05/18/2026

Today we awarded Matthew Kruckenberg,QKA, CRPS, this qaurters Joseph Palmer Values Award 🏆!! Nominated by several including Alex Durbin, CFA who states, “Matt has exhibited our value of excellence by implementing a new reporting system that allows The Joseph Group to navigate annual 401(k) due diligence season with plan sponsors we work with in a much more efficient and meaningful way. Matt exhibits his enthusiasm for our clients by understanding their unique needs and connecting with them on both a personal and professional level.”

05/15/2026

Let a loved one know you're thinking of them today, because its International Family Day! Take a look at some of our familys at The Joseph Group and reflect on what your family means to you. Want to be a part of The Joseph Group Family? Reach out at josephgroup.com

05/14/2026

WOW! What a great Wealth Summit event we had yesterday. Thank you to everyone who attended, as well as our speakers Greg Lashutka and Catherine Adams for giving us such amazing insights into their careers, their marriage, the importance of health, and what's next for them.

05/12/2026

Reminder! Our Wealth Summit event is this Wednesday, May 13th with speakers Greg Lashutka and Catherine Adams! RSVP now at JosephGroup.com/events or email [email protected]

05/10/2026

Happy Mothers Day!! Today we are spotlighting one of the moms in our office, Kim Kline. Below she reflects on what motherhood means to her. We're so thankful for all of our moms not only in the office, but those we've had the joy to work with as well at The Joseph Group!

04/24/2026

We had the absolute joy earlier this week to volunteer at Way to Battle. Their mission is to provide stuffed dogs - Battle Pups - to those struggling, as a tangible reminder that no one battles alone. They do incredible work - check them out!

04/16/2026

We're excited to welcome Daniel Pedersen as Client Service Representative on our Service Excellence Team! Dan has a background in accounting, but his passion for client connection led Dan to pivot in his professional career from accounting to financial planning. Helping clients live their great lives gives him a sense of fulfillment and connection.

Address

605 S. Front Street/Suite 100
Columbus, OH
43215

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+16142284300

Website

http://www.josephgroup.com/

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Jonathan Codispoti - Vice President, Growth &
8425 Pulsar Place Suite 450

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