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About Us

Our Beautiful Home

Our Beautiful Home

We're located in Bedminster, NJ in a wonderful two-story office building located at 221 Somerville Road. 

Our Primary Purpose

Joseph Spina assists all types of clients with their financial planning and investment needs. He has specialized expertise working with widowed, divorced and retirement-focused individuals including pre-and postretirement distribution planning.

Our Primary Purpose

As an independent financial advisor, Joseph enjoys the process of helping people put their financial lives in order by customized guidance as well as his commitment to providing the best possible customer service.

He is responsible for meeting with clients, researching client issues, preparing and presenting a financial plan. He truly believes in financial education and has a heart of a teacher, and prides himself on the long-term relationships he has with his clients.

Joseph is also an Investment Advisor Representative with SagePoint Financial, Inc. He has earned his life insurance, health insurance, Series 7, Series 66 & Series 26 licenses. He is a Dave Ramsey SmartVestor team member.

Client Centered

Joseph has two children. He resides in Wayne, New Jersey where he is an active parishioner of Our Lady of Consolation Church. He is also a participating member of his community where he enjoys volunteering for various activities.

Evergreen Financial Group, is a financial firm providing comprehensive financial services for pre-retirees and retirees, including investment management*, annuity advice and selection, long- term care planning for medical and nursing care, tax reduction and estate planning.

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