Joe F. Schmitz Jr., CFP^®, ChFC^®, CKA^®

Founder & CEO

You have worked hard all your life. Now, Joe and his team want to help you enjoy the rest of your life.

Joe built a comprehensive retirement planning company focused on helping clients grow and preserve their wealth. Under Joe’s leadership, a team of experienced financial advisors serve  “Midwestern Millionaires” across the country with its popular 5 Pillar Approach with a strong tax focus to help clients grow and protect their wealth. Peak Retirement Planning, Inc., was named the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000 in 2025.

As a CERTIFIED FINANCIAL PLANNER™, Joe has passed a rigorous education program and certification exam to receive the CFP® designation.

Joe has also received the Certified Kingdom Advisor (CKA®) designation, demonstrating that he has learned the finer points of retirement planning in accord with Christian principles. He created a firm that helps his clients have a deep sense of purpose in how they steward their wealth.

Joe got his start in the financial services industry in 2015. He graduated with a Bachelor of Science in finance and financial planning from Mount Vernon Nazarene University, where he also played basketball and ran track. Known as a thought leader in the industry, he is featured in Kiplinger twice a month and various TV news segments weekly. He is the author of the bestselling books I Hate Taxes, Midwestern Millionaire, and The 2% Club. You may have also seen Joe on YouTube, where he has one of the largest educational retirement planning channels for those in or near retirement.