PERSONALISED APPROACH
Committed to excellence, we deliver top-notch services that address both short-term and long-term investing and building a quality AUM book
30+ YEARS OF EXPERIENCE
Building 9 businesses—15 of those as a practicing financial advisor—Joe brings unparalleled expertise across financial markets and sectors.
EXPERT SUPPORT
From initial consultation to finish and beyond, Joe and his team are dedicated to your success every step of the way supporting your business.
HELPING FINANCIAL ADVISORS BUILD BETTER AUM BOOKS
Our comprehensive approach combines expert strategies, personalized guidance, and proven methodologies to transform your investing and trading into reality. Watch this short video to learn more about how we can support your journey to success.
ABOUT JOE & CANDICE
Joe and Candice Casey are a dynamic entrepreneurial duo with a shared passion for empowering others to achieve their fullest potential. Over the past three decades, they have built and sold eight businesses, including a thriving financial practice in 2020. Together, they now focus on coaching financial advisors, business owners, and professionals in fields like medicine, law, and accounting, helping them navigate the complexities of their industries with confidence.
Candice’s dedication, strategic insight, and hands-on support have been instrumental in their business ventures and coaching programs. Working side by side, Joe and Candice bring a unique blend of expertise in investing, personal development, and business growth. Their holistic approach equips clients with the tools to thrive professionally and personally, making a lasting impact in their lives.
Whether mentoring individuals or guiding businesses, Joe and Candice are committed to fostering success and inspiring others to achieve extraordinary outcomes.
o industry-leading standards.
15+
years of experience in Financial Services
30+
years as an Entrepreneur & 9 Businesses
0000+
thousands of happy Customers
WE OFFER 3 SIMPLE STEPS TO JOIN
ADVISOR'S EDGE
Working with us is easy and comfortable. You must qualify to join our trading program. We are here to simplify that process.
STEP 1 - Personal Call with Joe/Team
Schedule a one-on-one call with Joe and his team to discuss your trading & investing needs and goalsSTEP 2 - Assessment & Customized Journey
You must be approved to join Advisor's Edge. We will explore Advisor's Edge to identify the right fit for your individual trading journey.STEP 3 - Enroll In Advisors Edge
Once Approved, you pay and Implement the customized plan of action designed specifically to accelerate your trading to profitable levels.SCHEDULE AÂ FREE 15-MINUTE
CALL/ZOOM WITH JOE & TEAM
If you want to discuss the 6-Figure Trader with our office, please complete this form to access the CALENDAR. Â
CALENDAR ACCESS
Hear From Other Financial Advisors...
Jon M.
Financial Advisor
If you are a financial advisor, You cannot afford to NOT take this training. What you can learn and apply in your business and personal life is truly game-changing. As a financial professional, you need to make the time and take this training! It is so worth it!
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Conner C.
Financial Advisor
This training has given me a lot of confidence in response to clients. Knowing the technicians and the fundamentals has allowed me to answer very specific questions, especially for high-net-worth clients. That higher level of confidence has translated to trust which has allowed me to broaden my client base. This training has had a huge impact on me personally and on the growth of my business
Phil C.
Financial Advisor
As a financial advisor, I recommend this training to better serve your clients. Plus, adding another stream of income from the industry you are already working in.
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John I.
Financial Advisor
Each week I'm joining the Mastermind call or watching Joe's weekly outlook video - that's where I'm gaining the market insights that I'm sharing in my conversations with clients.Â
Mike A.
Financial Advisor
Learning the language of the market was a big help for me to stand out in the DC area. This has allowed me to attract higher net-worth clients.
Carlos C.
Financial Advisor
I finally found a real program that teaches real investment strategies. I am blown away with the amount of training and coaching I have received.Â
Steve M.
Financial Advisor
The knowledge I have gained through Joe's training has made me more confident than ever in the job that I'm doing for my clients. AUM Navigator is a great tool every advisor should use.
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Mike B.
Financial Advisor
As a Financial Advisor, I took the Six Figure Trader class hoping to learn trading for my personal benefit. The information and insights I gained from the class are well worth the investment. However, the unexpected bonus I found from this class was that the concepts and methodologies I have learned translate over to the conversations I have with my existing clients and new prospects. I strongly believe that I now have a competitive advantage over other Advisors in my area.
Lyall F.
Financial Adviser
I have been a broker for over 17 years and I learned more about the stock market in the first few weeks of this training than in all of those years.
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Unlock exclusive access to this simple yet powerful e-book, designed to teach you a straightforward Options strategy for protecting your portfolio—or your clients'—from a crashing market. Whether you're an investor or a financial advisor, this easy-to-understand guide will equip you with a valuable tool to hedge against market downturns.
It’s our way of saying thank you, and trust us—if you find this helpful, it’s only the beginning of what we have to offer! Download it today and take the first step toward smarter portfolio protection.
Past performance is not indicative of future results, restriction and limitation may apply. Download manual and see disclaimer and complete details