About
With over sixteen years of experience in financial advising, Simon M. Joseph has built a career centered on trust, accountability, and long-term client success. A former collegiate lacrosse player at Randolph-Macon College, he brings the same discipline and teamwork he learned on the field into his financial practice. His strong educational foundation in Economics and Biology supports his strategic and detail-oriented approach to wealth management. Outside of his professional life, Simon prioritizes family and community. He is the proud father of three young sons and enjoys spending time outdoors fishing, golfing, and playing with his kids alongside the family’s black labs, Duke and Sally. Committed to giving back, Simon serves as a deacon at the First Baptist Church of Alexandria, where he actively supports church and local initiatives. His blend of professional excellence, family values, and community service defines his approach to life and work.
