Broker Check
Joseph Myers

Independent Investment Professional

About Joe Myers

Client Centered

Speaker, writer, portfolio manager . . . Joe Myers is an Investment Advisor for those who desire elite access to planning, strategy and insight; and a relationship that is uniquely in touch with their aspirations.

True, there are many who are talented wealth advisors, but with Joe Myers the difference is personal. He connects. He communicates. He relates. You feel how he becomes deeply invested in you, your life and your goals.

Client Centered

A Penn State graduate, Joe earned an MBA (Masters in Business Administation) in tax and finance at Columbia University in the City of New York. He graduated from Temple University School of Law with a Juris Doctor diploma, with an emphasis on tax law. He served in the U.S. Army and Pennsylvania National Guard. Joe then went to work for some of the largest and most prestigious companies in investment and wealth management, achieving vice president level leadership at Kidder Peabody, Oppenheimer and Smith Barney. Today, he builds personal relationships with clients through Calton and Associates as owner of Myers & Co. and Portfolio Manager, with offices in Mount Laurel, New Jersey and Philadelphia, Pennsylvania. He earned the distinction of being nominated and voted as Four Star Wealth Manager, awarded by New Jersey Magazine and Philadelphia Magazine.

Client Centered

Joe is also active in his community. He served on the Board of Directors of The Alicia Rose Victorious Foundation specializing in teen cancer awareness. Joe actively worked with Veterans of the United States Military in a
multi-year commitment to the Executive Committee of the Armed Services Council at The Union League of Philadelphia. Joe works with attorneys, investment bankers and valuation experts specializing in succession planning, as member of the Board of Directors of Philadelphia’s XPX (Exit Planning Exchange for Small Businesses). Joe is chairman of the Table for Six Business Networking Program interfacing with professionals in diverse areas.

Joe prides himself in making things happen and in building lifetime relationships.

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