About
Rooted in faith, family, and service, Simon M. Joseph has built a successful career as a financial advisor by helping others achieve clarity and confidence in their financial lives. A lifelong resident of Alexandria, Virginia, Simon graduated from Randolph-Macon College with degrees in Economics and Biology, where he also competed as a collegiate lacrosse player. His 16+ years of experience have equipped him with the expertise to deliver thoughtful, strategic guidance tailored to each client’s goals. Away from work, Simon is a proud husband and father of three boys, ages 8, 6, and 3. He enjoys fishing, golfing, and spending time outdoors with his family and their two beloved black labs, Duke and Sally. Simon is also a deacon at the First Baptist Church of Alexandria, where he finds purpose in serving others and supporting the community he calls home. His life and career are grounded in the belief that true success comes from faith, family, and making a meaningful difference in the lives of others.
