Joel’s deep knowledge of complex financial markets, global economic landscapes and the M&A environment enhances his ability to advise clients regarding their specific investment strategies, appropriate asset allocation, cash flow planning and estate planning needs. It is what has enabled him to successfully lead business owners, corporate executives, retirees and families through their long-term financial plans. “The key,” he says, “is being able to reduce complex financial situations to simple and understandable terms while building consensus among differing opinions and working to define, plan for and ultimately achieve sound financial goals.”
Joel’s true passion is developing lasting relationships with these successful, talented, hard-working and philanthropic individuals. He admires that his clients have dedicated their working lives to acquiring substantial net worth, which they use to build their chosen legacies. Joel is dedicated to providing these clients with the assurance that comes from knowing their assets are being protected, while also employing strategies to grow their portfolios.
Immediately before founding Gryphon Financial Partners in May 2014, Joel was an Executive Director at Morgan Stanley Smith Barney. He began his career at Merrill Lynch.
Joel’s professional involvements include serving as a Board Member for Mission Essential Personnel. Since 2007, Joel has also been a Service Provider for the Conway Family Business Center, providing invaluable insight to family-owned businesses and their advisors in central Ohio.
Joel is an accomplished speaker, having appeared before the Ohio Bar Association, The Ohio Society of CPAs, various trade organizations and numerous company programs. Joel is a frequent source for financial stories for media outlets including Reuters, CNBC and Bloomberg Radio. He’s honored to have received multiple mentions over the years in the Barron’s National Top Advisor 2010-2014 issues. He’s also been named to the Columbus Business First’s Ohio Top Advisor List from 2010-2014, the 2010 Columbus C.E.O. Magazine’s Superstar List and the 2012 Central Ohio Power List.
Joel graduated with a B.S. in Finance and Investment Management from Cornell University, where he also played college basketball. A father of three, he and his wife have resided in Dublin, Ohio, for many years. During that time, he has served as a youth coach across a variety of sports and as a Director and Board Member for the Dublin Youth Athletic Association. The Guths are active in numerous charitable organizations and sponsor scholarships for high school students in need of financial assistance for their post-high school education.