Joe Burgess, CFP®, CAP®, AIF®

Co-Founder & President of Moxie Wealth Management

Let the team at Moxie Wealth Management be your guide.

Helping high-level executives and business owners create an intentional life path and a meaningful legacy.

 

Check the background of this investment professional on FINRA’s BrokerCheck.

Joe Burgess, CFP®, CAP®, AIF®

Co-Founder & President of Moxie Wealth Management

Let the team at Moxie Wealth Management be your guide.

Joe is a founding partner of Moxie Wealth Management founded in 2015 in Minneapolis. Visit the Moxie Wealth Management website to learn more about Joe and his team.

Services

  • Business owner solutions
  • Comprehensive financial planning
  • Estate planning*
  • Retirement strategies
  • Risk management
  • Tax-efficient investment strategies*
  • Wealth management

Advisors

Kristin Printon, AIF®, WMCP®
Kristin Printon, AIF®, WMCP®

Co-Founder & Vice President of Moxie Wealth Management

Amanda Charles, CSLP®
Amanda Charles, CSLP®

Financial Advisor

Jennifer Martinez
Jennifer Martinez

Scheduling Coordinator

Paige Eddleman
Paige Eddleman

Practice Coordinator

North Star resource team

Anne Pierce
Anne Pierce

Medicare Specialist

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Contact

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    Office location

    Minneapolis

    2701 University Avenue SE
    Minneapolis, MN 55414

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    Joe is an investment advisor representative of Cetera Advisor Networks, LLC.