Joel Feldman

Joel Feldman

Managing Director
Wealth Advisor

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Joel holds degrees in Finance and Criminal Justice from American University, graduating in 1980. His journey in the financial services industry began as a commodities trader and evolved into his Advisory practice, which commenced in 2004. Joel’s deep-seated passion lies in partnering closely with clients to address their Financial and Retirement Planning needs. His approach is grounded in a thorough understanding of each client’s unique goals and aspirations. In a marketplace brimming with financial products, Joel, as a seasoned financial advisor, maintains a continuous appetite for learning in the field. He takes a collaborative approach, working hand-in-hand with clients to craft plans that align with their present needs and future aspirations.

Community involvement through the years has included Board Memberships with the Cystic Fibrosis, Susan G. Komen, Greater Philadelphia Hemophilia Foundations along with McKaig Nature Center & the Presidents Leadership Council of Penn Future PA. My favorite presently is his Board membership with College Possible Philadelphia.

Joel is married to Elizabeth Madonia Feldman (Liz) who is Co-Leader at Compass Real Estate on the Main Line of Philadelphia.  My pride and joy are our 3 children; Leah, Andrea’ and Sam their spouses/to be John Lowe and Sydney Trager and the newest member of our growing family, my granddaughter Evelyn/Evie.

Joel and Client Service Associate Mary Tryon serve our client family from the Conshohocken branch.

Joel Feldman holds the Series 7, 63 and 65 registrations with LPL Financial. He also holds his life, health and variable annuities insurance licenses.

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