Joule Financial

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Joule Financial — overview

About

Joule Financial is a Lexington-based wealth manager. The firm provides financial planning, portfolio management, and pension consulting services to individuals, families, and small businesses. It follows a fiduciary, client-centered strategy focusing on aligning investment strategies with clients' financial goals and risk tolerance. The firm was acquired by Bluespring Wealth Partners, a subsidiary of Kestra Financial, in April 2022.

Joule Financial - known decision makers (2)

Contact Name	Position	Location	Email	Telephone	Asset Class
	Operations Associate	Lexington, US			GEN
	Investment Advisor Representative	Lexington, US			GEN

Showing 2 of 2 known decision makers Joule Financial

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