Investment Advisor Representative Joe Wehrly has nearly two decades of experience in the financial services industry at only 46 years of age. He serves clients by providing guidance across several areas of their finances, including investments, tax minimization, and insurance. Joe also holds his securities and life insurance licenses.

Joe’s mission is to help his clients potentially grow their assets and reduce their tax liability. As an Investment Advisor Representative, he strives to do what is in the best interest of his clients, rather than making recommendations that are simply “suitable.” His business philosophy is to “Do what's RIGHT. EVERY TIME.” 

Joe volunteered for 11 years, helping veterans and their surviving spouses apply for the financial benefits they are entitled to. He has helped over 2,000 families in memory of his grandfather, a World War II veteran.

Joe and his wife, Lyndsey, have rescued dozens of animals since meeting. They currently own six rescue doggies and three rescue kitties. Joe has three boys, Kolby, Landon, and Mason. His daughter Quinn also enjoys having Dad wrapped around her finger.

In his spare time, Joe enjoys spending time with family, going to the gym, attending bible studies, and driving one of his 10 classic cars, which are based on his deceased family members. By quitting drinking alcohol in 2013, Joe redirected his spending habits to health and cars.

His quarterly reviews with clients, personal cell phone access given to clients, and his 24-hour email responses make Joe’s practice one that stands out amongst the rest.