Joel P. LaGore , CFP®, AIF®

Bio

Joel is a Senior Vice President and Private Wealth Advisor at Procyon, bringing over twenty years of experience in the financial industry to his client relationships. Known for his genuine care, clear communication, and commitment to trust, Joel builds long-term partnerships that prioritize each client’s unique goals and circumstances.

He began his career in 1999 with a Michigan-based advisory firm and later held positions at Huntington Investment Company and Smith Barney. In 2009, during a challenging market environment, Joel and his wife founded their own firm to provide personalized, attentive service. This dedication to client-focused guidance continues today at Procyon, where he collaborates closely with the Investments Team to help clients navigate complex financial decisions with thoughtful structure and foresight.

As a Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary® (AIF®), Joel’s approach is grounded in sound planning and transparency, reflecting Procyon’s fiduciary principles and emphasis on disciplined, long-term strategies. He believes that sustainable financial success is built on a foundation of trust, education, and clear communication, ensuring clients feel confident and informed every step of the way.

Joel’s commitment extends beyond investment management; he takes pride in understanding the broader picture of his clients’ lives, including their family dynamics, philanthropic goals, and legacy planning. This holistic perspective allows him to tailor strategies that not only address immediate financial needs but also support long-term aspirations and values.

Outside of his professional life, Joel enjoys golfing and cherishing time with his family. He and his wife have two daughters who are pursuing careers in Christian music, a passion that reflects the family’s strong values and community involvement. Joel remains actively engaged in his local community, finding fulfillment in giving back and fostering connections beyond the office.