With over two and a half decades of experience, Joe Kuethe, Financial Advisor, has dedicated his career to working closely with individuals and families, crafting comprehensive investment plans and estate preservation strategies. From day one, Joe's top priority has been earning and maintaining his clients' trust. He achieves this through unwavering commitment to the timeless principles of consistency, dependability, and availability. Coupled with his open and direct communication style, these tenets have proven invaluable as he guides his clients through the complexities of the financial world.
Joe's journey with Raymond James | Kuethe Wealth Planning began in 2021 after an impressive 21-year tenure at Edward Jones. This move was driven by his desire to offer clients a wider range of investment options and strategies. **Since joining Raymond James, Joe's exceptional dedication and expertise have earned him prestigious accolades, including being named to the Raymond James Leaders Council for three consecutive years -- 2022, 2023, and 2024. ***His remarkable achievements continue with recognition as one of Forbes' Best-in-State Wealth Advisors for 2025. Known for his unwavering commitment to client service and his leadership in training roles, Joe's career is a testament to his passion and excellence in the financial industry.
Born and raised in Milford, Ohio, Joe is deeply committed to giving back to his community. He has annually hosted school supply and food drives, sponsored community lunches for disadvantaged children, served as elementary student mentor, and donated to both Shop-with-a-Cop and The Milford Schools Foundation. Joe received the Above & Beyond Community Service Award in 2017 at the Milford Miami Township Chamber’s Business & Community Awards Gala, as well as the Distinguished Alumni Award in 2019 from The Milford Schools Foundation*. Additionally, he has committed 12 years serving on the board of directors at SEM Haven, a local retirement center.
Currently residing in Loveland, Joe is a health and fitness enthusiast who spends much of his free time in the gym or enjoying outdoor activities.
Joe Kuethe was named on the 2025 Forbes list of Best-In-State Wealth Advisors. He strives to provide this level of excellence to every client, every day – not for the recognition, but for the lasting impact he can make in every client’s financial life.
*This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s performance, is not an endorsement, and my not be representative of individual clients’ experience. Raymond James is not affiliated with The Milford Schools Foundation.
**2022, 2023 and 2024 membership for Raymond James Financial Services advisors is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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