The Joseph Group Capital Management

Bruce Mizer is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with The Joseph Group Capital Management in Columbus, OH since 2011. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, businesses, and retirement plan sponsors. The firm’s investment approach includes multiple named strategies tailored to client goals, an internal Investment Team that meets weekly for market analysis, and a focus on client communications and educational materials.

Nicholas Boyden is a financial advisor at The Joseph Group Capital Management in Columbus, OH, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with The Joseph Group Capital Management since 2016, with a brief hiatus in 2015-2016. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, businesses, and retirement plan sponsors. The firm employs a strategy-driven investment process supported by a weekly Market Health Analysis and places operational emphasis on client communications and educational materials.

Jonathan Bailey is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with The Joseph Group Capital Management since 2025, following an 11-year tenure at rebel Financial, LLC. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, as well as consulting for retirement plan sponsors. The firm’s investment approach includes several named strategies tailored to client goals, supported by weekly market analysis and a focus on client communications and educational materials.

Todd Walter is a CFP® and Series 65-registered advisor with The Joseph Group Capital Management in Columbus, OH, where he has worked since 2009. He has 21 years of industry experience. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, as well as consulting for retirement plan sponsors. The firm’s investment process involves aligning client goals with named strategies and includes a weekly Investment Team Market Health Analysis to guide portfolio decisions.

Patrick Finneran is a CFP® with 12 years of industry experience, currently serving at The Joseph Group Capital Management in Columbus, OH. His prior roles include positions at Facet Wealth and Hamilton Capital Management, Inc. Outside of his advisory work, he has been involved with St. Charles Preparatory School for over a decade. The Joseph Group Capital Management provides discretionary investment management and financial planning to individuals, families, trusts, charities, and businesses, as well as consulting services for retirement plan sponsors. The firm emphasizes client communications and offers a range of investment strategies tailored to client goals, including regionally concentrated portfolios such as its "Home Grown" Stock Portfolio.

Robert Upton is a CFA® charterholder with 21 years of industry experience, currently serving at The Joseph Group Capital Management. He has been with the firm since 2004 and also founded Upton Financial Education, where he develops CFA and FRM study materials as an independent contractor with the Schweser Study Program. His work in financial education dates back to 2001. The Joseph Group Capital Management provides discretionary investment management and financial planning services to individuals, families, trusts, charities, and businesses, along with consulting for retirement plan sponsors. The firm’s investment approach includes client-specific strategies and emphasizes regular communication and educational materials, featuring a distinctive regionally concentrated stock portfolio option.

Theresa Le Chard is a CFP® with three years of industry experience, currently serving at The Joseph Group Capital Management. She previously worked at Edward Jones and has held various roles outside finance, including positions at Franciscan University, Olive Garden, and Hilton Hotels. The Joseph Group Capital Management provides discretionary investment management and financial planning to individuals, families, trusts, charities, and businesses, along with consulting for retirement plan sponsors. The firm’s investment process is strategy-driven and supported by weekly market analyses, with a focus on client communication and distinctive offerings such as its regionally concentrated “Home Grown” Stock Portfolio.

Matthew Zimmermann is a CFP® with 10 years of industry experience. He is currently with The Joseph Group Capital Management, where he has worked since 2022. Prior to that, he was with Hamilton Capital, LLC and Hamilton Capital Management from 2015 to 2022. The Joseph Group Capital Management provides discretionary investment management and financial planning to individuals, families, trusts, charities, businesses, and retirement plan sponsors. The firm’s investment approach includes multi-asset allocations, concentrated individual-stock portfolios, direct indexing, and dynamic allocation funds, supported by a weekly Market Health Analysis and an emphasis on client communications and educational materials.