MIKE JOSLIN • CIMA, CPA / PFS

Chief Executive Officer

Mike in three words: Passionate. Driven. Inspiring.

 

Mike is the founder and CEO of Joslin Capital Advisors. He is absolutely passionate about investing. He is just as passionate about people and the incredible impact smart financial decisions can have on their lives. When he saw that he could marry the two, he left a successful career as a CPA in 1986 to become a financial advisor, eventually creating his own firm in 1999. At Joslin Capital Mike leads our efforts to give people the future they’ve always dreamed of. With his vast knowledge of investing (and his thirst to always know more), he gives our clients smart financial advice.

 

It is well known that Mike goes the extra mile for our clients, probably because he considers them family.  He really is on their side. Whether it be prudent portfolio design and management, retirement planning, family wealth planning, or simply getting a financial house in order – when it comes to clients, Mike doesn’t hold back.

 

As company founder, Mike has built a culture based on trust, integrity, respect and the Golden Rule.  At Joslin, these values will never go out of style. His honest, straight-talk helps our clients see the financial forest through the trees. Mike leads our Investment Policy Committee.

 

Away from the office, Mike likes to ski with his family and is always looking for deep, light powder. He also plays tennis, swims, and loves improvising jazz solos on his collection of trumpets and flugelhorn.

We’ve Got Your Back

EDUCATION

CREDENTIALS

MEMBERSHIPS

How Mike Has Your Back

I firmly believe in the Golden Rule, and the fiduciary relationship we have with our clients. I take this responsibility very seriously. Being a proactive advocate for our clients in the pursuit of their goals motivates me daily. I like to help take the stress and hassle out of our clients’ financial lives so they can pursue their biggest dreams.  I’m always asking myself, “What more can we do to better our clients’ lives?” It’s a personal challenge that I find extraordinarily fulfilling to meet every day.

CONTACT JOSLIN

When it comes to your wealth, you deserve a listening ear and undivided attention.