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  2. Joseph Staley

Joseph Staley

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Joseph Staley
Consultant
Phone: 
(703) 205-0349
E-mail: 
jstaley@ascendplanning.com

One of the greatest aspects of this career is that I have the opportunity to learn about people from all walks of life.  Each individual has a different vision of what they would like to achieve, both financially and personally.  I help them navigate how they are going to get there.  My goal is to understand your priorities in order to implement strategies designed to improve your outcome.  Whether we are building a plan from start to finish, revitalizing an existing plan, or validating that you are on the best path, I believe in transparency and educating you on the benefits and drawbacks of each decision. 

I strive to optimize your time and resources by presenting valuable, personalized advice.  The collaborative efforts of our group of seasoned professionals allow us to do just that. 
I look forward to working with you. 

  • BA Finance – James Madison University

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  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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