CFP®, AIF®
Lead Advisor / Financial Advisor / Member Owner
Oliver Wendell Holmes said, “I would not give a fig for the simplicity this side of complexity, but I would give my life for the simplicity on the other side of complexity.” I strive for the outcome of simplicity on the other side of complexity in working with each of my clients.
Joel Cundick serves as a lead advisor and financial advisor in Savant’s Vienna, Virginia, office. He guides individuals and families through comprehensive financial planning that spans wealth transfer, philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance reviews, debt management, and education funding.
Joel entered the financial services industry in 2004 after starting his career in corporate finance with a Fortune 500 company. He later joined a Registered Investment Advisory (RIA) firm in Rockville, Maryland, before serving as vice president of The Corcoran Group in Bethesda. He transitioned to Savant when it acquired The Corcoran Group in 2015.
As a CERTIFIED FINANCIAL PLANNER® professional and Accredited Investment Fiduciary® (AIF®), Joel brings a broad command of planning and fiduciary responsibilities. He remains active in the Financial Planning Association and has been quoted in Forbes, U.S. News & World Report, and Washingtonian magazine. He has also appeared as a repeat guest on Federal News Radio. In 2025, AdvisorHub ranked him No. 122 on its list of 250 Advisors to Watch in its RIA category.
He graduated magna cum laude from Brigham Young University in Provo, Utah, with a bachelor’s degree in business management with a finance emphasis, where he was a National Merit and Ezra Taft Benson Scholar. He later earned his Certificate in Financial Planning from Georgetown University in Washington, D.C.
Joel and his wife, Kristin, have four children. He enjoys hiking, cycling, exploring the outdoors, and studying American history with a focus on the Civil War. He also has a deep love for Italian culture and cuisine and speaks Italian fluently.
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.
2025 AdvisorHub 250 Advisors to Watch RIAs: This rating was published in June 2025. Advisors are ranked on a 100-point scale in three categories. Scale: relative size of assets, production, and quality of service; Growth: relative year-over-year change in assets, clients, and production; Professionalism: regulatory record, community involvement, mentorship, and team makeup. Advisors must have at least $150m in AUM, seven years’ experience, two years at current firm and in good standing, and a clean regulatory record two or fewer complaints and no significant judgments). Savant did not pay a fee to be included in the rankings.