Joseph M. Schmerling, CPA, CFP®, RICP®
Wealth Management Advisor
Joey Schmerling believes his job as a financial advisor is to filter out the noise of today’s 24/7 news cycle, and to help his clients focus on their long-term financial plans. Long before Joey played a key role in growing the business, he found his calling to help people invest their money with confidence. He specializes in equity compensation and finds that his experience in tax and finance can truly maximize the desired outcomes for his clients’ complex financial situations. As a lifelong learner of values-based living himself, his main goal is for his clients to live intentionally through their finances. He attended University of Maryland University College and graduated from Yeshiva of the Nation’s Capital, is licensed as a CPA and CFP®, and holds securities licenses 7 and 66.
Joey is involved in the Association of International Certified Professional Accountants, the Financial Planning Association and the Financial Service Institute. He is a member of Avantax NextGen and sees the advantage of the Avantax model that delivers holistic financial services by forward-thinking CPAs.
Outside of the office, he enjoys nature hikes with his family, summers at the Jersey Shore and is always available for a pickup basketball game.