Joule Financial
Overview
Joule Financial is a fee-only financial advisory firm based in Lexington, Kentucky, providing comprehensive investment management and financial planning services to clients nationwide. The firm operates as a fiduciary, ensuring that clients' interests are prioritized in all financial decisions. Joule Financial offers a range of services, including comprehensive planning, investment management, and wealth development, aiming to help clients identify and achieve their financial goals. The firm's investment approach is tailored to each client's unique needs, focusing on a diversified portfolio that spans various asset classes such as fixed income, equity, real estate, private equity, and venture capital. Joule Financial employs a comprehensive planning process to assess clients' financial situations and develop strategies that align with their objectives. The firm is committed to a fee-only model, deriving revenue solely from investment management services, which reinforces its fiduciary responsibility to clients. Joule Financial's investment philosophy emphasizes a long-term perspective, disciplined asset allocation, and regular portfolio rebalancing to adapt to changing market conditions. The firm aims to provide clients with the energy and experience necessary to meet their financial goals, measuring progress through a variety of metrics. By embracing technology, Joule Financial offers personalized financial advice and services to clients across the United States, ensuring that each relationship is customized to meet individual needs and objectives.
Investment Focus
- Accredited investor status required
- Commitment to a long-term investment horizon
Portfolio Companies
Reach Joule Financial directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Joule Financial
What sectors does Joule Financial invest in?
Joule Financial invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Lexington, Kentucky, United States. Joule Financial is listed as a private investment firm in the ConnectSafely investor database.
What stage does Joule Financial invest at?
Joule Financial backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Joule Financial invest in?
Joule Financial invests across United States.
Who are the partners at Joule Financial?
Team members listed for Joule Financial include Quint Tatro (md, chief information officer) and Daniel Czulno (COO & Director of Financial Planning).
What companies has Joule Financial invested in?
Joule Financial's portfolio includes Green Energy Solutions, ABC Technologies, XYZ Healthcare, Retail Innovations Inc. and Urban Development Corp.
How do I contact Joule Financial?
Joule Financial's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
