Consistent, Conservative, Well-Diversified

Comprehensive financial planning tailored to your needs and goals

About Joe Chornyak and Joe Chornyak Jr.

Top Financial Advisors - Forbes, Barron’s, and The Financial Times

With over 40 years of experience, the father and son financial planning duo offer tailored advice that’s predicated on the notion that in order to give the best possible financial advice, they need to deeply know and understand their clients. Every decision is tailored to a long view of the client’s needs and goals, with a consistent, conservative, and well-diversified approach that offers both upside and stability.

Joe Chornyak and Joe Chornyak Jr.
The Wealth Maze - Amazon Best Seller - book cover

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The Wealth Maze: Secrets for Navigating the Labyrinth of Life

The state of investing today is increasingly impersonal. Decisions are spit out by complex computer algorithms, and the rate of return is the alpha and omega of where people should put their money. For Joe Chornyak and Joe Chornyak Jr., this method isn’t good enough. Their comprehensive financial planning approach unmasks every aspect of an investment, from the individual companies in a mutual fund to the brokers selling them. And ultimately, their decisions are guided by one principle: empathy. They ask themselves, “If we were in our client’s shoes, what would we personally do?”

Joe Chornyak

Transparent and client-centric financial planning

Joe Chornyak and Joe Chornyak Jr. have built a business and made a career on the idea that their clients should come first. Transparency, honesty, and empathy are at the forefront of all the work they do, but partnering this kind of service with expert financial advocacy is challenging for many advisors. For insights on building a client-centric firm that’s rooted in experience, contact The Chornyaks to schedule a speaking engagement.