JOSEPH WILDER, CFP®, AIF®, CLTC
Founder / Financial Advisor
Joseph Lee Wilder is the Founder of and a Financial Advisor at Inceptum, LLC. He enjoys working with medical professionals, business owners, pre-retirees, retirees and corporate executives. Joseph believes in taking a comprehensive approach to create custom financial plans for his clients.
After obtaining a Bachelors of Business Administration in Management from the University of Memphis in December 2000, Joseph began his career in banking. In 2002, he made a move to the financial services industry and was a Financial Advisor for seven years with a local firm in Memphis. In 2006, he attained the designation of Certified in Long-Term Care (CLTC®) from The Corporation for Long-Term Care Certification, Inc.
In February of 2009, Joseph joined another local firm in Memphis as a Financial Advisor and went on to become a part owner and Managing Partner in 2015. Joseph attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards Inc. and the Accredited Investment Fiduciary (AIF®) designation from fi360 Fiduciary Analytics both in 2013.
He is a qualifying member of the Million Dollar Round Table. In 2015, Joseph became a member of the Financial Planning Association (FPA®) of Greater Memphis where he currently serves on the Board of Directors.
In October of 2018, Joseph branched out on his own and founded Inceptum, LLC.
Joseph, his wife Stephanie and their two children, Christopher and Isabelle, are members of the Germantown Church of Christ. In his spare time, he enjoys deer hunting, reading westerns, running 5Ks, playing golf and church league softball, and watching Braves baseball, Grizzlies basketball and Titans football.
The Million Dollar Round Table (MDRT) is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
The award is not indicative of future performance. Working with a Million Dollar Round Table professional is no guarantee of future investment success.