Joe Petry, CFP<sup>&reg;</sup> - Financial Advisor

Joe Petry, CFP®

Ph.D., CRPC®

Founder & Financial Planner

Mayfair Financial

St. Louis
St. Louis, MO 63122
FINANCIAL ADVISOR'S WEBSITE
CONNECT WITH Joe
  • twitter link
  • linkedin link

General

Joe Petry is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mayfair Financial in St. Louis, MO and the surrounding communities.

Financial Advisor Overview

Joe Petry, Ph.D., CFP®, CRPC®, is the founder of Mayfair Financial, a respected financial planner. With over 30 years of experience in financial markets and education, Joe provides customized financial planning and tax-efficient retirement planning. Mayfair Financial is a flat fee, fiduciary firm, always acting in their clients' best interests. Joe's expertise, credentials, and dedication make him an ideal partner for anyone looking to confidently transition into retirement.

More

Financial Advisor Experience

Meet Joe Petry, Ph.D., CFP®, CRPC®, founder of Mayfair Financial, a leading financial planning and asset management firm. With over 30 years of experience in financial markets and education, Joe has become a sought-after advisor for individuals and families seeking comprehensive financial planning and tax-efficient retirement planning. Joe's approach to financial planning emphasizes simplicity, customization, and dedicated service, all delivered through Mayfair Financial's flat fee, fiduciary model. This means that Joe and his team receive no commissions or sales fees for any of the products or services they recommend, ensuring they always act in their clients' best interests. Joe's academic background is extensive, including a Ph.D. in economics from the University of Illinois, where he also taught economics and finance. He has also worked as an Economist at Citibank and Credit Suisse First Boston. Joe holds the Certified Financial Planner™ and the Chartered Retirement Planning Counselor® credentials, as well as a Masters in Personal Financial Planning. Beyond his professional accomplishments, Joe is an active member of his community, serving on the Illinois Association of Park District Board of Directors, Champaign Park District Board, East Central Illinois Foundation, and Prairie Rivers Board. He is also involved in his church and the ACTS retreat community, and has received recognition for his volunteerism and leadership. Joe's passion for helping others and his expertise in financial planning make him the ideal partner for anyone looking to transition into retirement with confidence. Trust Joe and Mayfair Financial to help you achieve your financial goals and capitalize on wealth opportunities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes

More

Helpful Financial Planning Resources