Joel Koerner

Values investing, social justice; focus on Generation X, Millennials and Generation Z; background in law, health care and human rights.


Services | Portfolio Management ($100k minimum)

Location | Louisville, KY

Money is a powerful force. My goal is to assist people of conscience in harnessing their resources to achieve their financial goals through supporting companies and investments that bring more justice and equity to the world.

Joel was born in Iowa City, Iowa in 1984. Growing up in eastern Iowa his passion for social justice was planted and nurtured by family members and his church community. After receiving his BA in history from Bluffton University in 2007, Joel spent a year working for the Independent Jamaican Council for Human Rights in Kingston, Jamaica. He then attended Drake University Law School where he earned a JD in 2011 and subsequently spent several years working in health benefits administration.

Joel joined Natural Investments in 2015, working in client services for Susan Taylor and Andy Loving at Just Money Advisors. He received his Series 65 licensure in 2017 and advises his own clients as well as continuing to work for Just Money Advisors. Drawing upon his experiences in the fields of human rights, law and health care, Joel loves working with individuals who seek to effect positive change in the world through the use of money.

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Joel attends and is very involved with Jeff Street Baptist Community at Liberty, a progressive Baptist church in Louisville with a strong commitment to social justice. Together with his spouse, Maria, he enjoys hiking in the region’s many state and local parks. Whether planning for retirement, saving and investing for higher education or otherwise investing your money, Joel looks forward to helping you achieve your financial goals while simultaneously making the world a more just and equitable place.