Joseph McMahan, CFP®, AWMA® Civitas Financial

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About Joseph McMahan, CFP®, AWMA®

Joseph McMahan is the Founder and President of Civitas Financial. A CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Wealth Management Advisor (AWMA®), Joseph has spent his professional career providing investment advice and financial planning services to individuals and families.

Prior to founding Civitas Financial, Joseph was a Wealth Planning Analyst for UBS, where he created and presented over 270 financial plans for UBS clients and prospects, before becoming a partner on a wealth management team.

Joseph serves on the Board of Directors of Louisville Central Community Center and volunteers as a tax-aide for the AARP Foundation.

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Ideal Clients

  • Baby Boomers
  • Investment Planning & Management
  • Portfolio Management
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $0/qtr
  • AUM: 0.75%

SEC Records

States Registered

  • Kentucky

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