Are you thinking about retirement, but have some questions...

Are you thinking about retirement, but have some questions...

"Do we have enough to retire? 

"Can we reduce our taxes?"

"Are we investing wisely?"

Why Mayfair Financial

We are different

<sup>We are different</sup>

At the core of our work is empowering individuals through education and knowledge.

We are fiduciaries

<sup><span>We are fiduciaries</span></sup>

We are legally and ethically bound to act in your best interests. 

Specialize in retirement

<sup>Specialize in retirement</sup>

Our focus is retirement planning. We help you manage complexity and transition to retirement with ease.

Tax planning expertise

<sup>Tax planning expertise</sup>

We advise on the most tax-efficient ways to save, invest, and withdraw funds to optimize retirement. 

We are flat fee 

<sup>We are flat fee&#160;</sup>

Our pricing is simple and transparent. 

We are credentialed

<sup>We are credentialed</sup>

PhD, Economics

Master's in Financial Planning

CFP® Certified Financial Planner™

CRPC® Chartered Retirement Planning Counselor

We are independent

<sup>We are independent</sup>

We're not affiliated with any banks, brokerages or insurance companies. 


We meet virtually

<sup>We meet virtually</sup>

We provide our services virtually thanks to our use of best-in-class systems and software

Why Others Love Working With Us

Working with Joe was a great financial decision

✅ Wealthtender Certified Advisor Review™

"Having worked with various financial advisors with the AUM model (ranging from robot-advisors to dedicated client managers), it's refreshing to work with Joe. We researched a number of professionals and could not be happier with our decision. In addition to being financially savvy, he's able to make information understandable by adapting to the audience. My husband & I have different levels of financial acumen (& interest). We both walk away from meetings with a clear understanding of where we stand and the next steps we should take. It's refreshing to work with someone not trying to "dazzle you" with unnecessary information in an attempt to make the process seem like magic. We appreciate the clear information he provides in a delightful manner that will appeal to both "left brain" and "right brain" people. This isn't a meat-grinder process where everyone gets the same result. Joe learns what the client wants, asks questions to see what the client needs, and is a partner throughout the process. Bottom line - we feel smart to have selected him, feel confident about our decisions, and look forward to a long-term partnership."

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Gretchen Johnson

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Outstanding Financial Planner with a Personal Touch

✅ Wealthtender Certified Advisor Review™

"After many years of DIY financial planning, I decided to set a goal to retire early. I quickly realized that my spreadsheet approach could not handle the interconnected complexities of SS and tax optimizations, Roth conversions, health and long-term care costs, inflation, and other retirement challenges. This led to my frustrating multi-year search for a qualified and competent fee-only financial planner. After interviewing several local, national, and institutional financial planners, including signing on and terminating several of those relationships, I finally found Joe. From the outset, he has exhibited remarkable professionalism and a genuine desire to provide us with a holistic financial plan. He has taken the time to thoroughly understand our financial situation, unique stock programs, goals, and issues and is working towards creating a plan to address all our needs. As if that was not enough, I genuinely appreciate his ability to involve my wife in the planning process and utilize his exceptional communication skills, breaking down complex concepts into easily understandable terms for both of us. This makes the entire process more accessible, and we feel more confident that we are making informed decisions together. Thanks to Joe's thoughtful and inclusive approach, my wife and I are working towards a financial plan that aligns with our shared goals. He is ideal if you're looking for a financial planner who values teamwork, communication, and inclusivity. I wholeheartedly recommend his services to anyone seeking personalized and collaborative financial planning experience."

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Bill Robinson

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Joe Petry Retirement planning

✅ Wealthtender Certified Advisor Review™

"It has been a pleasure working with Joe. He takes his time to explain information and makes u feel very comfortable asking questions. He is extremely knowledgeable and has great advice."

Paula

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

The financial puzzle pieces fit together better in Joe's Petry's hands!

✅ Wealthtender Certified Advisor Review™

"We began our financial journey with Joe in the summer of 2023. He offers comprehensive services for a competitive fee. We rather nervously uploaded our documents to "the vault" where shared viewing/analysis begins. Joe then analyzes, compares, categorizes... the data and makes recommendations during Zoom meetings with regularity. The meetings use visuals and conversation to explain how the recommendations help to meet our goals;the conversation is give and take always-with humor added for good measure. Our meetings have been regular (as promised) and begin right on time. He always ends the encounters with the advice "Think it over, let me know if you have questions". I always have questions and Joe seems to patiently wade through the financial muck with me well. We then do some research to ensure his recommendations make sense to us-execute trades if so and call him back if not for more conversation. I am learning different ways of thinking about the financial universe; various techniques/paths to use to ensure our family's financial success. I wanted to work with a mentor for my own learning experience and Joe fits that bill for me 100 times over-knowledgeable (various financial vehicles, tax efficiency), listens well then clarifies goals, dependable, easy to talk to, and guides/challenges us to make decisions in a timely manner. His network of professional colleagues has been helpful in creating our vision of financial security."

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Carole Buckner

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Extremely Helpful

✅ Wealthtender Certified Advisor Review™

"Joe is exactly what I need in a financial advisor. He charges a flat fee, so he focuses on listening to me. He's knowledgeable, patient, and explains the reasoning for each step. I fully endorse him!"

Steve Buchholz

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Individualized / Comprehensive CFP

✅ Wealthtender Certified Advisor Review™

"Retained Joe Petry of Mayfair Financial earlier this year. I needed a detailed, comprehensive and holistic evaluation of my finances which were getting too complicated lately. It was not easy finding a flat fee, CFP that met my needs and Joe fit the bill. He is was extremely thorough and focused on our current and future needs. He is a great guy, very helpful and explains items that are complicated for me. I look forward to ZOOM meetings with him as we implement the financial plan. Looking forward to a long term relationship with Mayfair."

Bradley Perry

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Financial Planning Experience with Joe Petry Ph.D.

✅ Wealthtender Certified Advisor Review™

"Joe has provided financial planning for our mutual clients and the experience to help them reach their personal and financial goals has proven to be invaluable. His deep quantitative background as Ph.D in Economics along with having his Masters in Financial Planning gives him the ability to advise clients at a high level. He does a great job explaining complex topics in every day language so all can understand. I highly recommend Joe to anyone who needs financial planning or financial advice in general."

John Betterman

Relationship to Financial Advisor: Wealth Management Colleague

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Extremely knowledgeable and helpful

✅ Wealthtender Certified Advisor Review™

"Joe Petry has exceeded our expectations. He not only has a firm grasp on stocks/mutual funds but also understands the tax ramifications of owning the various funds. He prepares a well thought out, detailed and understandable report and explains his reasoning in a way that is understandable, despite the complex nature of the topics. All our questions are answered. My husband and I are so happy that we hired him as an advisor."

Joyce Lipton

Relationship to Financial Advisor: Current Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Professional Affiliations

<sup><span>CERTIFIED</span><span> FINANCIAL PLANNER&#8482;</span></sup>

Member, Fee-Only Network. Links people who need financial planning services with financial advisors who are only paid by fees from their clients. These advisors do not get commissions or other incentives to sell financial products. 

<sup>&#160;XY Planning Network&#160;</sup>

Member, the XY Planning Network. It is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. 

<sup>&#160;Financial Planning Association&#160;</sup>

Member,  National Association of Personal Financial Planners. America's leading community of independent financial planners committed to success through  ethics and innovation.

<sup><span>The National Association of Personal Financial Advisors (NAPFA)</span></sup>

Joe is a CFP®.  A formal designation of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement savings. 

<sup><span>&#160;FeeOnlyNetwork.com&#160;</span></sup>

Member, Financial Planning Association. A professional organization that promotes education and professional ethics helping potential clients locate qualified financial planners.


Our Values

Member, Measure Twice Planners. A professional network focused on education and insights to provide more value to clients.

As Featured In


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