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.
