Joel Barrett, CFP®, CPFA®

Joel Barrett joined Rockefeller Global Family Office as a Private Advisor on Axiom Wealth Partners. Prior to Rockefeller, Joel was a Wealth Management Advisor for Merrill Lynch Wealth Management.

As your financial needs evolve, Joel harnesses the breadth and depth of his financial strategies to deliver personalized solutions to each client and their family. Joel and his team deliver unparalleled family-office services, from financial and estate planning, to accounting, taxes and bill pay, to lifestyle advisory and strategic advisory.

His planning-based approach and open-architecture platform is designed to provide clients with expert, unbiased counsel and strategies tailored to their families’ evolving needs and goals.