Joe Petry, Ph.D., CFP®, CRPC®

Joe Petry, Ph.D., CFP®, CRPC®

Founder & Financial Planner, Mayfair Financial

Meet Joe Petry, Ph.D., CFP®, CRPC®—

  • Passionate hooper, hiker, and dog lover who founded Mayfair Financial

  • With over 30 years of experience, Joe focuses on simplicity, customization, and dedicated service. As a flat fee fiduciary firm, Mayfair Financial ensures clients' best interests always come first.

  • Joe holds a Ph.D. in economics and has an extensive academic and professional background. He has taught at renowned institutions and holds the Certified Financial Planner™ and Chartered Retirement Planning Counselor® credentials

  • He has received awards for his volunteerism and leadership

  • He believes in the power of random acts of kindness to make the world a better place. With his expertise and passion, Joe is eager to help you confidently transition into retirement.