Broker Check

Joe W. Scheid

Joe W. Scheid, AIF®, CEPA®, CFBS, CLTC

Financial Planner, Wealth Advisor & Business Exit Planner

Joe Scheid’s seemingly boundless energy, deep knowledge of financial strategies, and ability to change people’s relationship with money, has enabled him to alter the course of his clients’ lives for the better.

Nearly 28 years ago, Joe was drawn to financial planning as a way to make a positive impact on people.  He quickly distinguished himself for his unique, down-to-earth approach and for helping clients understand and navigate the emotional drivers behind financial decisions.  The rewards of helping clients become empowered to make sound financial decisions proved compelling to Joe and continues to inspire him to this day.

In addition to advising countless individuals and families, Joe has helped owners of small and mid-sized businesses reach their financial objectives.  He works with clients to understand their business value and identify succession objectives that are both measurable and attainable in the owner’s timeline.  Joe also encourages his clients to explore succession alternatives, so together, they can choose the path that will best position the client to meet his or her goals.

Joe’s capabilities as both a financial advisor and an inspirational resource for small businesses has won him the accolades of clients and industry leaders.  Whether helping a client build, manage and protect personal wealth, or a family business successfully pass from one generation to the next, Joe is guided by four fundamental principles:  Character.  Integrity.  Excellence.  Service.  He believes clients deserve nothing but the best from him and he pushes himself every day to deliver on his promises.

Joe was born and raised in Phoenix, Arizona and earned his Bachelor of Science degree from the W.P. Carey School of Business at Arizona State University.  He is a Certified Family Business Specialist and holds a Certification in Long-Term Care Planning.

Joe and his Wife, Jennifer, live in Chandler, Arizona with their black lab, Walter.  The couple enjoy outdoor activities, travel, exercise and music.  Joe serves as a Deacon at his Church and is the past president and an active board member of the 100 Club of Arizona.  The 100 Club provides financial assistance to families of public safety officers and firefighters injured or killed in the line of duty.