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Joseph W. Dowling

Financial Advisor


joseph w dowling

After operating his own firm, Joe became a member of the HFA team of financial advisors in 2016. In his role as a financial advisor, he develops, manages and supports client relationships. He shares the firm’s values of integrity, transparency and putting clients’ interests first.

Prior to launching Epiphany Wealth Partners, Joe was a wealth management advisor with United Capital Financial Advisors. Before that, he held similar positions with several prestigious firms, including Penn Liberty Bank Wealth Advisors and First Financial Group/Mass Mutual. He began his career as an institutional broker with Tullett-Prebon in New York City.

Joe graduated from the University of Pennsylvania in 1991 with a Bachelor of Arts in Regional Science. He holds Pennsylvania Property & Casualty Producer and Pennsylvania Life, Health & Annuity Producer.

Joe’s personal involvement as an entrepreneur and business owner broadens his perception and understanding of HFA client experiences and requirements. HFA’s acclaim and high regard among industry professionals and clients strengthen his product and service deliverables.

Joe is a native of Northeast Philadelphia. He currently resides in Erdenheim, PA, with his wife Cynthia and five daughters.

The best way to predict the future is to invent it.
Alan Kay


Estate Planning

July 20, 2017 / Hoover Financial Advisors

Should I Add a Joint Owner to my Financial Accounts?

The below article was written by Douglas Kaune, Esquire. Doug is an estate planning attorney practicing with Unruh, Turner, Burke & Frees. At HFA, our advisors review this question with clients often and we […]

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