Meet our Advisor:

Joseph Bogardus ChFC®, AIF®, CFP®, Special Care Planner

Text_2 | (203) 513-6383

my story

My work in the financial services industry began when I was a student at the University of Richmond. My studies included multiple internships with prestigious Wall Street banks where I discovered my passion for assisting people with their finances. I realized that helping people get financially organized, plan for what they feel is most important, and navigate through difficult financial decisions was my life calling.

Outside of work, I enjoy an active lifestyle. My favorite pastimes include CrossFit®, spending time outdoors, and hanging out with my family and miniature Goldendoodle, Charlie. One of the achievements I am most proud of is completing a Spartan Beast challenge up and down Mt. Killington, Vermont (14+ miles!).

You should know

Born and raised in Fairfield, CT. I'm a proud alumni of Fairfield Prep. Education and health are the two causes I care about most. Growing up, I dreamed of being either an NFL quarterback or celebrity chef.

fun facts

Spirit animal


Drink of choice


Can’t live without

My wife, Angela

Binge worthy food

Bacon, egg, and cheese sandwich