“We succeed when we help our clients imagine, create, and live extraordinary, joyful lives.”
David Geller, CEO & CO-FOUNDER
Behavioral Wealth Management & JOYN
JOYN: Our Evolution
Last November, we were thrilled to host >350 guests at a “top secret” event. They had no idea what we had planned — other that we were going to change lives and that they’d want pictures. By the end of the evening, they built about 100 prosthetic hands for land mine victims in developing countries.
This video explains Behavioral Wealth Management and our evolution from GV Financial Advisors to JOYN.
When it comes to money and decisions under stress, we humans aren’t always rational. That’s why JOYN's Behavioral Wealth Management model goes far beyond finance to incorporate expertise in behavioral science/finance, the biology of stress & decisions, complexities of major life events, and our passion for the human factor. Because a traditional financial advisor model isn’t enough for this new era.
When it comes to investment management, we’ve built a disciplined approach to the tried-and-true. Yet our investing philosophy is a product of our team’s innovation, application of behavioral science & behavioral finance, and passion for the human factor.
When wealth advisors look and sound the same, how do you choose? A coin flip? Pick your neighbor? Why leave such an important decision to chance? Instead, join us at an upcoming workshop. Hear recent research, discover new insights, and experience JOYN’s transparency and expertise firsthand.
After 2 years of research, we’re pleased to invite you, your family and friends to discover how a topic laden with fear and dread can become a far more positive, loving time in our lives. Free; lunch provided.