Joel Van Buren, CFP®

I decided to pursue a career in wealth management as a teenager. I have always viewed the field as a way to combine my professional and academic interests in economics, finance, and psychology with the opportunity to meet and work closely with members of my community from different walks of life.

While I still have a long career ahead of myself, in my time at Exchange, I have found it particularly gratifying to work with individuals who are approaching or are well into retirement, with equity compensation plans through their employers, or other concentrated security positions with substantial embedded tax liabilities.

Managing emotions and conflicting objectives when addressing large positions that have historically served investors well is difficult. These circumstances have unique considerations in balancing tax, estate, and charitable giving planning with sound, diversified portfolio construction. I enjoy analyzing these strategies with our clients as part of a comprehensive financial plan, to help ensure that the fruits of their labor are as secure as possible throughout their golden years.