Joe Granahan

Joe is a Relationship Manager with Prosperity and brings nearly ten years of experience in wealth management. He works closely with growing families, business owners, executives, and retirees, helping them navigate complex financial decisions through a comprehensive, goal-driven approach.

He supports clients with investment management and financial planning, serving as a central point of coordination among attorneys, accountants, and other trusted advisors. In his role, he leads client meetings, reviews portfolios, and guides financial and tax planning discussions, while managing ongoing projects to ensure each client’s plan evolves alongside their changing needs.

Through education and thoughtful communication, Joe helps clients gain confidence and peace of mind knowing their financial decisions are aligned with their long-term objectives.

Prior to joining Prosperity, Joe served as a Financial Planning Manager at myCIO Wealth Partners, where he advised clients on investment strategy, estate and tax planning, cash-flow analysis, and retirement readiness.

Credentials & Education

• Series 65 License
• Franklin & Marshall College: BA, Business, Organizations & Society