Joseph Hack, CFP®

Senior Wealth Advisor, Managing Director

Cincinnati, OH





Work Experience

  • Joined MAI in 2024, as a result of the acquisition of Madison Wealth Management, where he was a Principal and Senior Wealth Advisor
  • Over 30 years of experience in providing financial advice to private clients
  • Joe’s passion for the financial planning process lies in the education and empowering of clients, enabling them to make sound financial life decisions
  • Prior to joining Madison, Joe was a Branch Manager and Vice President of TD Waterhouse (now Charles Schwab)
  • Member of the Southwest Ohio Chapter of the Financial Planning Association


Life Outside of MAI 

  • Married with two children, Joe resides in Fort Thomas, KY
  • Interests include staying physically active, cooking and entertaining, and traveling around the United States with his family



  • Miami University’s Farmer School of Business, B.S., with a major in Finance
  • Four Year Evans Scholarship Recipient

We look forward to learning about your financial goals.