Meet Joe Roubik
Joe Roubik is an Independent Wealth Advisor who has been helping individuals, families, and business owners pursue their financial goals since entering the financial services industry in 1995. With over three decades of experience, Joe has built his career on providing objective advice, personalized strategies, and lasting relationships based on trust and integrity.
In 2003, Joe founded MoneyWise Planning Group with the vision of delivering independent, client-centered financial planning and wealth management services. His commitment to putting clients' interests first has remained the cornerstone of his practice, allowing him to develop customized strategies that reflect each client's unique goals, values, and stage of life.
Recognizing the important role tax planning plays in a comprehensive financial strategy, Joe expanded his services by founding Roubik Tax Services in 2016. By integrating wealth management with tax planning, he helps clients make more informed financial decisions and pursue greater long-term financial efficiency.
Joe's areas of focus include investment management, retirement income planning, wealth preservation, tax-efficient investing, estate planning coordination, and risk management. He believes successful wealth management goes beyond investment performance—it's about creating confidence, simplifying complex financial decisions, and helping clients build a meaningful legacy.
Known for his integrity, responsiveness, and personalized approach, Joe is dedicated to understanding what matters most to every client. He works closely with individuals, families, and business owners to develop comprehensive financial plans that adapt as life evolves.
Family is at the heart of everything Joe does. He and his wife, Pat, have built a life centered on faith, family, and serving others. They are proud parents of two daughters and their husbands, and they cherish every opportunity to spend time with their grandchildren. Joe understands that financial planning is about more than numbers—it's about helping families create security, provide opportunities for future generations, and enjoy life's most meaningful moments together.
When he's not meeting with clients, Joe enjoys spending time outdoors with family and friends. Whether he's fishing on a quiet lake, boating, camping, or exploring scenic trails on his bike, he appreciates the balance and perspective that nature provides. His love of the outdoors reflects the same qualities he brings to his work—patience, preparation, and a long-term perspective.
Whether you're planning for retirement, growing your wealth, managing life's transitions, or creating a lasting legacy, Joe is committed to providing trusted guidance and personalized service every step of the way.
Joe Roubik's State Licenses:
Securities: AZ, CA, CO, DC, FL, IA, IL, MI, MN, UT, VA, WI
Investment Advisor Representative: CA, DC, IL, MN, VA, WI