Joseph’s Approach
Joseph D. Young
CFP®
Financial Advisor
Overview
Joseph “Joe” Young is a financial advisor in Savant’s St. Paul, Minnesota, office who helps clients navigate comprehensive financial planning, including retirement income strategies, wealth transfer, philanthropy, tax planning, and cash flow management.
Involved in the financial services industry since 2017, Joe works closely with individuals and families to develop personalized financial plans that align with their goals and values. As a CERTIFIED FINANCIAL PLANNER® professional, he provides guidance on retirement cash flow projections, retirement income strategies, estate and tax planning, insurance needs analyses, debt management, and education funding.
Before joining Savant, Joe served as a wealth manager at PrairieView Partners, which joined Savant in 2025. Earlier in his career, he worked as a financial advisor with a local CPA-affiliated wealth management firm.
Joe earned a bachelor’s degree in accounting and finance from Bethel University in St. Paul, Minnesota, where he graduated summa cum laude.
He lives in Victoria, Minnesota, with his wife, son, and daughter. He enjoys spending time with family and friends, golfing, traveling, exercising, and following Minnesota sports. He also enjoys attending sporting events throughout the year.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Bethel University
Bachelor of Science in Accounting and Finance, summa cum laude
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.