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About Our Team

About Us

About Us

Founded in 1998, Joseph Financial, LLC was established with a commitment to providing clarity and strategic insight in financial planning. Our team of professionals combines strategic thinking with personalized service, assisting both individuals and businesses in achieving financial success.

Our name is inspired by the biblical Joseph, who foresaw challenges and prepared for the future. Joseph Coleman, our founder, embraces this message and leads our firm with a focus on anticipation and solution crafting. Built on our experience and problem-solving skills, we aim to work with our clients to develop financial plans that address future uncertainties, allowing them to enjoy life more fully.

We prioritize integrity and reliability, building trust through clear thinking and analysis. As trusted mentors, we educate clients to understand the intricacies of their financial journeys. For those approaching retirement, we offer support in reducing financial worries, enhancing income, and embracing a fulfilling life.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Joseph Coleman

Joseph A. Coleman

Founder/Financial Consultant

Judy Dunlap

Judy Dunlap

Administrative Assistant

Nathaniel Stovall

Nathaniel Stovall

Administrative Assistant

Our Process

Personalized Financial Planning for Lasting Impact

Step 1 - Discovery and Understanding

We begin by learning about your unique financial situation and goals to tailor our approach.

Step 2 - Strategic Planning

Our team crafts a personalized plan, aligning strategies with your objectives for optimal results.

Step 3 - Ongoing Support and Review

We provide continuous support, monitoring your progress and adjusting strategies to meet evolving needs.

Our Mission

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Still not certain? Looking for more help? We’ll be glad to give you a hand. 

We understand how you feel, and we want you to know that you can ask questions without worrying about being added to a marketing list. We don’t like it when we’re targeted just for asking for information, and we promise we won’t do that to you.

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