We are independent, fee-only investment & financial advisers. Our flexible approach means we strive to work harder and smarter for our clients.
We look to find long-term value in ever-changing markets.
A Fiduciary For You
At Joule Financial we help clients in identifying and achieving their financial goals through financial planning and focused execution. We are a fee-only fiduciary, mandated to put the best interest of our clients before our own. We adhere to time-tested disciplined methodologies of financial and estate planning with the goal of achieving quantifiable results from our wealth management and investment process.
Over the past 15 years, we have used Charles Schwab as our primary custodian in order to provide a high level of security and transparency. We do not sell or market ancillary products or services such as insurance or annuities, and we strive to avoid any investment vehicles with unnecessary loaded fees which add expenses to your investment portfolio.
Invest In Experience
Founder Quint Tatro is a third-generation financier from New York. In 2001, he left the family business, relocating to his alma mater state and sought to develop a fiduciary firm that seeks to offer unbiased guidance with the same financial aptitude as a major Wall Street institution. Quint is an adjunct professor of finance at the University of Kentucky and a frequent guest on CNBC. Quint also serves as board president of the Kentucky Haiti Partnership and lives outside of Lexington with his wife and three boys.
Daniel Czulno comes from a diverse background in both business and charitable operations. A native of Chicago, IL, he’s lived in Lexington, KY since joining Joule Financial in 2009. He has a passion for analyzing and understanding what makes businesses and individuals successful in their financial endeavors.
Linda Withers joined Joule Financial in 2012 as client relations manager. Her previous experience as a social worker, business owner, and project manager combined with her passion for people, helps ensure that clients always feel engaged in Joule’s investment and planning process.
Mark Hendrix began his financial services career in 1997 by helping small business owners with their financial planning needs. His career naturally evolved into asset management where he places a strong emphasis on value investing. As an investment advisor, he utilizes Joule’s LIFE Plan as the centerpiece for client relationships. He also possesses a strong working knowledge of Social Security retirement benefits.