The Joseph Group

Named after Joseph Palmer, father of our company’s founders, The Joseph Group was established with a simple but powerful mission: "To understand and encourage our clients' cherished dreams and provide outstanding investment management and advisory services that help them fulfill those dreams." In choosing to honor their father, our founders identified five core values on which the company rests; values that their father has demonstrated consistently throughout his life: Integrity, Excellence, Enthusiasm, Teamwork, and Humility Our clients include, but are not limited to: Individuals and Families Professionals (physicians, attorneys, etc.) Businesses Not-For-Profits (foundations, social service agencies, etc.) Most of our clients are located in Ohio though we do serve clients in several other states.