Joel Lange

Joel began his career in the financial services industry in 1987, primarily managing money for bank trust companies until joining Bell Wealth Management in 2010, which merged with Mercer Advisors in 2019. He finds joy in meeting interesting people and developing long-lasting relationships with them. Joel is dedicated to helping individuals and families manage resources intelligently and efficiently, ensuring that everything aligns with their values and objectives.

His primary areas of expertise include comprehensive financial planning, investment management, and trusts. Joel’s career was inspired by his grandfather, who introduced him to his investment advisor, sparking an immediate interest in investing in companies on a computer. His passion lies in serving others directly, helping them worry less about money and use their resources to help others.

Joel earned his B.S. in finance from Valparaiso University and his MBA from Washington University in St. Louis. He holds the FINRA Series 65 license and is a member of the CFA Society of Austin. A Texas native, Joel loves living in Austin with his wife and their three children.

In his spare time, he stays active, explores the world, and volunteers at Mobile Loaves & Fishes and The Trail Conservancy.