“We succeed when we help our clients imagine, create, and live extraordinary, joyful lives.”
David Geller, CEO & CO-FOUNDER
Event recap, images, stories & more
On Thursday, November 17, we were thrilled to host more than 350 guests at our “top secret” event at the Foundry at Puritan Mill. Our guests 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. And the pictures are still coming in.
When it comes to money and decisions under stress, we humans aren’t always rational. That’s why Behavioral Wealth Management goes far beyond finance to incorporate new expertise in the biology of stress & decisions, the complexities of major life events, and our passion for the human factor. Because a traditional financial plan by itself isn’t enough for this new era.
When it comes to investing, we’ve built a disciplined approach to the tried-and-true. Yet our underlying philosophies are products of our team’s innovation, application of behavioral science, 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.