Joe Petry, PhD, CFP®, CRPC®

Tax smart retirement planning and asset management for a flat fee

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Mayfair Financial Joe Petry, PhD, CFP®, CRPC®
Kirkwood, Missouri

Serving Clients Nationwide

Tax smart retirement planning and asset management for a flat fee

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Joe Petry, the founder of Mayfair Financial, a trusted financial planning firm.

Over three decades, I have worked in financial markets and educated others on how they work. I have built a process that emphasizes simplicity, detailed customization, and dedicated service. I work closely with individuals and families, helping them untangle the complexities and capitalize on their wealth opportunities.

I began my career in 1991 after completing a Ph.D. in economics from the University of Illinois. I went on to work as an Economist at Citibank and Credit Suisse First Boston and taught economics and finance at NYU Stern School, IUPUI, and the University of Illinois.

Throughout my career, I have thought carefully and deeply about wealth management and the evidence-based practices that differentiate the very best advisory services. I earned my Master's in Personal Financial Planning from the College of Financial Planning and hold the Chartered Retirement Planning Counselor® credential.

I'm active with the Financial Planning Association and the XY Planning Network. I'm also a fiduciary for my clients, meaning that all decisions are made with my clients' best interests at heart.

Beyond financial planning, I'm an active member of St. Peter Catholic Church and the ACTS retreat community. I served on the Illinois Association of Park District Board of Directors, Champaign Park District Board, East Central Illinois Foundation, and Prairie Rivers Board. I have also received awards for my volunteerism and leadership and believe in the power of random acts of kindness as one way to better the world around us.

Outside of work, I enjoy spending time with my wife, Ann, family (including dogs Finn and Emy), and friends. I loves being out in nature, hiking, camping and I'm a voracious reader. I also love playing basketball with my buddies.

Professional Designations

  • Chartered Retirement Planning Counselor (CRPC)


  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Kirkwood, MO 36122

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button to schedule a free introductory video call. We will discuss your current situation, what motivated you to schedule the call, and what you hope to achieve through a financial plan. We will also preview a few common deliverables. By the end of the call, we should have a good idea if we are a mutual fit. We look forward to our meeting!

Offers Investment Management


About our Firm

Mayfair Financial is an advice-only, flat-fee financial planning firm.

We help clients reach their goals and achieve financial independence. We specialize in providing expert guidance and customized education so that they can implement the plan themselves and manage their own money.

We are a fiduciary for our clients, meaning that we always act in the client's best interest--we receive no commissions, loads, sales fees or referral fees of any sort for any of the products or services we recommend.

We charge a fee of $6,400 for a 3-month process to create a customized Measurable Action Plan (MAP). We emphasize education and empowerment so once the plan is created, clients can implement it themselves and manage their own money.

For existing clients who want an updated plan, we charge $4,800.


University of Illinois Urbana-Champaign, Doctor of Philosophy (PhD), Development Economics and International Economics; Bachelors, Economics

Hobbies and Interests

  • Basketball
  • Camping
  • Family
  • Hiking
  • Reading
  • Volunteering

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • DIY Investors
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

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