About Medina Private Wealth

An independent, privately owned advisory firm founded in New York City, serving individuals, families, and business owners nationwide.

Joseph Medina, Founder of Medina Private Wealth

Joseph Medina

Founder and Financial Advisor

  • Licensed Financial Planner and Fiduciary
  • Life Insurance Agent
  • Notary Public
  • Real Estate Agent

A personal practice, built on trust

My name is Joseph Medina, and I'm the founder of Medina Private Wealth. As an independent financial advisor, I help individuals, families, and business owners navigate important financial decisions with confidence. My practice focuses on retirement planning, wealth preservation, investment management, life insurance, annuities, and estate planning strategies.
I believe financial advice should be personal, transparent, and tailored to each client's unique goals. Rather than offering one-size-fits-all solutions, I take the time to understand what's most important to my clients and develop customized strategies designed to help them build, protect, and transfer wealth efficiently.
You'll always work directly with me. Behind that is a network of specialists in estate, tax, insurance, and retirement, so whatever your plan needs, the right expert is already at the table.

You get one advisor and the whole team he brings with him.

My ideal clients are professionals, retirees, and families who want a trusted long-term advisor to help simplify complex financial decisions and create a clear path toward financial security and peace of mind.

Our Values

Detailed planning, actively maintained

Your financial goals are the core of the practice. The aim is simple. You should feel that we've increased the predictability of you reaching those goals. We build a comprehensive financial plan that acts as the backbone for every decision that follows.

Goals-based investing

There's no quick answer to "how should I invest my money." The answer depends on your family's situation. Every portfolio is built around your circumstances, risk profile, and time horizon, including a real understanding of your willingness, ability, and need to take risk.

Managing behavior, not just money

Data drives the decisions here, and the data is clear: investors tend to be their own worst enemies. Much of the work is helping you avoid the emotional urge to do the wrong thing at the wrong time. Define the goals, revisit them over time, and minimize the unforced errors along the way.

Disciplined selection and risk management

Portfolios are built for durability, with an emphasis on historical context, situational awareness, and common sense. We prize evidence over excitement and build to withstand a wide range of market conditions, always with an eye on cost and tax efficiency.

Why work with an independent advisor

Working with an independent advisor gives you a level of personalization, flexibility, and transparency that the big firms are built to limit. Here's what sets an independent practice apart:

You get advice, not a sales pitch

I'm not tied to any company's product lineup, so I can recommend the investment, insurance, or strategy that actually fits your goals.

Your interests come first

I'm held to a fiduciary standard, which means I'm obligated to put your best interest ahead of my own. That's the entire job.

The whole market is on the table

I can shop across providers, build portfolios without corporate restrictions, and tailor a plan to your situation instead of fitting you into a template.

You work directly with your advisor

No call centers, no rotating contacts. One person who knows your family, your history, and where you are headed. Consistency leads to better planning.

It's a complete picture, not just investments

Retirement, tax-efficient strategies, estate coordination, insurance and risk management, business and real estate, cash flow and debt. The pieces get planned together, not in isolation.
New York City financial district

Rooted in New York, at home anywhere

The practice has been based in New York City since 2010, and the way of working travels well. Whether you sit across the desk on Park Avenue or across the country on a video call, the advice and the attention are the same.

Independent

Privately owned, founded in New York City in 2010, with no parent brokerage.

Fiduciary

A Licensed Financial Planner and Fiduciary, committed to your interests first.

Experienced

Decades of experience across planning, investments, protection, and estate work.

Nationwide

Serving clients across the country, virtually and in person from New York City.

Work with an advisor who knows your name

A short, no-pressure conversation is the easiest way to see whether we're a fit. Reach out and we'll take it from there.

Schedule a conversation (212) 920-4815