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About Us | Mayfair Financial
About Us
Who We Are.

Fee-only fiduciary retirement planning and investment management, grounded in long-term relationships and coordinated advice.

Meet Joe Petry
Joe Petry, PhD, CFP®, EA, CRPC® — founder of Mayfair Financial

Joe Petry, Ph.D., CFP®, CRPC®, EA

Passionate hooper, hiker, and dog lover who founded Mayfair Financial
  • Ph.D. in Economics and a Master's in Personal Financial Planning.
  • Combines academic training in economics with practical experience in retirement planning and investment management.
  • Certified Financial Planner™, Enrolled Agent, and Chartered Retirement Planning Counselor®.
  • Has received awards for his volunteerism and leadership.
  • He believes in the power of random acts of kindness to make the world a better place.
  • Fun Fact: Joe and his neighbors are now novice beekeepers.
PhD
Economics
Bringing thoughtful analysis to planning decisions.
CFP®
Certified Financial Planner™
Financial planning, taxes, insurance, estate planning, and retirement
EA
Enrolled Agent
Licensed by the IRS to represent clients in all tax matters
Meet Ann Petry
Ann Petry, MSc — Mayfair Financial

Ann Petry, MSc

Voracious reader, winter enthusiast, dog lover, and Mayfair Financial invisible hand
  • MSc in Organizational Development.
  • Licensed Clinical Social Worker.
  • Has expertise in emotional intelligence and resilience.
  • She believes in the power of perseverance and seeing the best in others.
  • Fun fact: Ann loves being outside in snowy weather.
The Rest of the Team

Emy and Finn

Emy the Golden Retriever — Chief Nap Strategist
Emy
Chief Nap Strategist
  • Golden Retriever, Snack Expert, Nap Enthusiast.
  • Superpower: Perfected the “Dead Bug” sleeping pose.
  • Loves: Ice cubes, lattes, and tennis balls.
  • Fun Fact: She loves to watch TV.
  • Team Vibe: Mischievous charm + flawless nap form = Instant calm on caffeine-fueled days.
Finnegan the Goldendoodle — Chief Morale Officer
Finnegan “Finn”
Chief Morale Officer
  • Goldendoodle, Cuddle Pro, Package Patrol.
  • Superpower: Detects mail deliveries from 3 blocks away.
  • Loves: Long walks, Zoom call cameos, and shadowing teammates.
  • Fun Fact: Sounds the alarm for every FedEx truck (and sometimes squirrels).
  • Team Vibe: Always near, always loyal, always full of heart.
What clients say

What it's like to work with Joe.

“

We were seeking a fee-only, fiduciary advisor. Joe at Mayfair Financial stood out first based on his outstanding qualifications: Ph.D. in Economics and a Master's in Personal Financial Planning, CFP, EA and CRPC. You can tell he was a great teacher to students and still is for his clients.

Doc Carol Wealthtender Certified Advisor Review™

Relationship to Financial Advisor: Client as of Jan 17, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

“

After meeting Joe on a video conference for the first time, we knew right away that he was the one to manage our finances. His soft tone voice and calming demeanor just puts your anxieties and fears at ease. He took his time and listened to what our needs were and suggested the best way to go about it.

Stephanie and Ky Wealthtender Certified Advisor Review™

Relationship to Financial Advisor: Current client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Reviews independently verified through Wealthtender's Certified Advisor Review process. Read more client reviews →

Professional Affiliations

Where Joe holds membership

NAPFA
America's leading community of fee-only independent financial planners. Members are prohibited from accepting commissions or referral fees.
XY Planning Network
The leading organization of fee-only financial advisors focused on working with clients across all stages of their financial lives.
Financial Planning Association
A professional organization that promotes education and professional ethics, helping clients locate qualified financial planners.
CFP® — Certified Financial Planner™
The CFP® designation requires completion of a comprehensive education program, examination, experience, and ongoing ethics requirements.
Fee-Only Network
Links people who need financial planning services with advisors paid solely by client fees — no commissions or product incentives.
M2
Measure Twice Planners
A professional network focused on education and insights to provide more value to clients.

Let’s talk.

Schedule with Joe Petry, PhD, CFP® →