The Joseph Group Capital Management

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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; values 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.

09/07/2026

Meet Avery Maholm, Investment Operations Associate at The Joseph Group! After interning on our SET team last summer, we’re thrilled to have her back with us full-time. Tune in as she shares her favorite travel memories, highlights from her wedding last month, and what she loves most about being part of The Joseph Group team.

08/31/2026

Meet Matt Kruckenberg, Manager of Retirement Planning Services at The Joseph Group. For Matt, family is at the heart of everything he does—it’s his greatest motivation, his daily drive for success, and his favorite way to spend his free time. Watch Matt’s story here: https://josephgroup.com/stories/

Meet our Manager of Marketing & Communications, Michelle O'Brien! Living in Newark with her husband, Tom, four pets, and...
08/24/2026

Meet our Manager of Marketing & Communications, Michelle O'Brien! Living in Newark with her husband, Tom, four pets, and a thriving garden, she brings a deep passion for connection into everything she does.

Read Michelle's story here: https://lnkd.in/gmuXfR4U

Introducing Vince and Sue Pompili as they share the story of Silver Sands, a Lake Erie cottage built in 1898. Sue shares...
08/19/2026

Introducing Vince and Sue Pompili as they share the story of Silver Sands, a Lake Erie cottage built in 1898. Sue shares the history and legacy of Silver Sands which has hosted the Pompili family and friends for 21 years and has become a family legacy, filled with memories and traditions.

Read their story here: https://josephgroup.com/stories/an-investment-measured-in-memories/

08/17/2026

Introducing Zach Granger, Wealth Advisory Associate at The Joseph Group! Zach and his wife, Alyssa, recently welcomed their first child, Reagan, who is now four months old. Zach shares that "every day is a new day" as he watches her grow. Outside of the office, his ideal day revolves around spending quality time with his family, catching a game, and traveling.

08/13/2026

Ladies, You’re Invited! 🍷

Join us this September for our annual Women, W**e & Wealth event.
Connect with a community of women focused on aligning their wealth with their life goals. Theresa LeChard, CFP®, Client Advisor at The Joseph Group, will lead an engaging conversation on key financial strategies to help you elevate your financial plan with confidence. You’re invited to bring a friend to a night full of amazing conversation, food, and w**e!

Click this link to sign up: https://lnkd.in/e4mEfdf2

Take a look at some of our new team photos! 📸Over the past few months, we've had the opportunity to capture updated phot...
08/11/2026

Take a look at some of our new team photos! 📸

Over the past few months, we've had the opportunity to capture updated photos as we prepare for the launch of our brand-new website...coming January 2027!

We're excited to share a few behind-the-scenes smiles from our incredible team. We can't wait to show you what's ahead!

With a passion for investing that goes back decades, Alex Durbin,has always loved the concept of making money work for y...
08/10/2026

With a passion for investing that goes back decades, Alex Durbin,has always loved the concept of making money work for you. Outside the office, his favorite way to recharge is being outside with his family. For Alex, wealth management is about so much more than just numbers; it’s about helping clients build a truly "integrated life" where family, faith, and personal passions all come together.

Read his full story here: https://josephgroup.com/stories/alex-durbin/

Join us from the comfort of your own home on August 19th for our Portfolios at your Place Event! Listen to Alex Durbin, ...
08/08/2026

Join us from the comfort of your own home on August 19th for our Portfolios at your Place Event! Listen to Alex Durbin, Partner and Chief Investment Officer, and Travis Upton, Partner and Chief Executive Officer discuss our Harvest Strategy, one of the objectives-based portfolios here at The Joseph Group!

Reserve a seat here: https://lnkd.in/eNcTY4ua

As the summer season wraps up, we want to give a huge thank-you to our interns— Brayden Primmer, Luke Kandel and Ella Hu...
08/07/2026

As the summer season wraps up, we want to give a huge thank-you to our interns— Brayden Primmer, Luke Kandel and Ella Huelskamp. Over the last three months, Brayden and Luke expanded their wealth advisory skills across multiple teams, while Ella supported Matt Palmer and Michelle O’Brien on key marketing projects.

Read a little about each of their experiences here: https://josephgroup.com/stories/the-trio-an-internship-story/

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

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