The Story of Joe DeLisi
After decades in this field, I’ve learned that the math is the easy part. The real work is human — staying disciplined when markets are noisy, thinking clearly when emotions run high, and having honest conversations about family, legacy, and what truly matters.
That’s what I do.
I don’t operate like a traditional financial planner. I help people avoid speculating or gambling with the money meant to support the life they want to build.
2006
Having moved from DC to Memphis TN (to avoid traffic!) Joe becomes an original faculty member of The Living Balance Sheet® a role he continues on in today. In addition to his personal business he is now tasked with training and coaching advisors around the country in the philosophy he’s learned since 2000.
2019
After 19 years with Park Avenue Securities in DC and TN, Joe joins the Park Avenue West Coast office, WestPac Wealth Partners. This strategic move was decided on due to his, now well rounded and mature, financial and investment philosophy that was looking for the pre-eminent business owner’s planning firm in the country.
2000
As the Dot Com bubble begins to burst, Joe leaves his original firm and searches for a philosophy that is true to the profession of financial planning and advising. He joins Park Avenue Securities in their Washington DC office.
1998
Joe joins a financial planning firm in Washington DC. For the next two years he’s trained in “active investment management”, something Joe would later describe as essentially being trained to speculate and gamble with clients’ money.
2011
After 3 years of studying the Nobel prize winning science around Eugene Fama’s work at the University of Chicago regarding security pricing and free markets, Joe begins to build a firm that marries evidenced based investment planning with financial planning.
2008
A flashpoint in Joe’s career: Having been through the dot com bubble, the 9/11 terror attacks and now, the Great Recession, Joe begins a search that lasts for three years that will define his investment philosophy for the next 2 decades.
2012
Sarah Apple joins the business as an executive assistant, a role she continues to fill at a high level. If you’ve been in a meeting with Joe, you’ve been in a meeting with Sarah. She’s the “concierge” to our clients!
Today
In addition to continuing to build his private client business and serve on the faculty of The Living Balance Sheet®, Joe begins to train and develop other financial professionals specifically on his investment philosophy, often speaking to large audiences of 900+ people across the country several times a year.
Joe DeLisi
Owner, Financial Planner CFP®, ChFC™, CExP™
For nearly 30 years, Joe has guided business owners through successful exit strategies and advised high-income professionals in medicine and executive leadership. Since 2006 he has been a sought-after keynote speaker at large financial advising events and conferences across the country. Clients appreciate not only his deep technical expertise but also the seasoned perspective he's gained navigating major market events—from Y2K and 9/11 to the Great Recession and the COVID-19 pandemic.
Joe prioritizes physical fitness, he trains Brazilian Jiu-Jitsu, runs and plays ice hockey most evenings.
Joe and his wife, Jayme, have six children and live in Las Vegas, NV. They are passionate about raising funds to support ministries that aid trafficked and abused children in the United States and the Middle East. They are also active in helping to facilitate Classical Education for children who may not be able to access it otherwise.
Sara Apple
Executive Assistant
Sarah ensures every promise made to clients is delivered on time and in full. She manages all the details of the planning process, allowing clients to work seamlessly with Joe and the team.
Known for her exceptional adaptability, Sarah thrives in dynamic environments while never losing sight of priorities and deadlines. Since joining the team in 2011, she has become the essential glue that holds everything together and a true partner in success.
A Memphis, TN native, Sarah loves traveling the world with her husband, Shawn, always seeking new and unique experiences. When she's not supporting the team or exploring new destinations, you'll likely find her at a live music venue or discovering great food.
MEET THE TEAM
Experts Focused on Your Outcomes
Check the background of this investment professional on FINRA's Broker Check.
