MORRISTOWN, NJ, Friday, June 5, 2023 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced Joe Conroy, a Certified Financial Planner and independent financial advisor, has been selected as a finalist for the prestigious 2023 Investment News 40 Under 40 list. Known for his leadership skills and expertise in social media, Conroy has made significant contributions to the finance profession.
Conroy’s journey began in 2008 when he started as an independent financial advisor. In 2019, he founded Harford Retirement Planners, where he has achieved remarkable success. Over the past decade, Conroy has experienced exponential growth, increasing his Assets Under Management (AUM) by tenfold through both organic and inorganic strategies.
The Harford team serves clients by providing the tools and strategies to enjoy wealth today and through retirement. Within his practice, he prioritizes talent development and offers a clear career path to attract and nurture aspiring advisors and Certified Financial Planners (CFPs).
Anne Mortera, Private Advisor Group’s Director of Advisor Growth and Engagement who nominated Conroy shared, “Joe is one to watch in our profession. The care and commitment to his clients and his community are truly inspiring. Considered a next-gen advisor himself based on industry standards today, his investment in the future generation and the success he exhibits are exceptional.”
Conroy has a passion for education and knowledge-sharing. He authored, “Decades & Decisions: Financial Planning at Any Age.” Conroy’s expertise has gained recognition in prominent publications such as The Wall Street Journal, Kiplinger, Yahoo! Finance, and the Baltimore Business Journal.
With a commitment to giving back, he’s involved in a variety of charitable initiatives, including Found in Faith Ministries, The Success Project, and his firm has established a charitable endowment fund, investing over $10,000 to benefit those in need in his local community. With a vision to create a strong financial services mainstay in his hometown, he recently purchased and restored a historic building on Main St in Bel Air, MD. His practice just celebrated their grand opening in May.
Conroy is a hybrid advisor affiliated with both Private Advisor Group and LPL Financial, an industry leader that supports more than 21,000 financial advisors, including enterprises and registered investment advisor firms nationwide, providing the technology and services they need to build and grow thriving practices.
Learn more about Conroy and the InvestmentNews 40 Under 40 class by visiting InvestmentNews.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $25 billion in assets under management as of December 31, 2022, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top ten registered investment advisory firm since 2019.
*Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.