About
Asset Alignment Advisors is a Financial Advising firm founded by Joseph Scherer a Certified Charter Finantial Analyst From St louis MO
JOSEPH G. SCHERER, CFA
PRESIDENT
INVESTMENT ADVISOR | INSURANCE AGENT
Biography
Joseph G. Scherer, CFA, is passionate about helping people put their wealth to work with purpose. As Managing Director and Founder of Asset Alignment Advisors, he partners with families, executives, and entrepreneurs to create customized wealth strategies that balance growth, security, and legacy.
Alongside his leadership at Asset Alignment Advisors, Joseph is Principal at Greenway Insurance and Financial, where he helps clients optimize institutional cash management solutions and pick the right insurance for them.
His career spans top financial institutions, including Citi Private Bank and J.P. Morgan Private Bank, where he advised Fortune 500 executives, private equity leaders, and even major professional sports organizations.
Joseph began his career at Renaissance Financial, where his success in building client relationships earned him recognition as Top Rookie Salesman.
A CFA charterholder and Wharton School graduate, Joseph brings both technical expertise and a people-first approach to wealth management. He is dedicated to aligning financial success with meaningful impact.
