Joel Freedman is Managing Director at Eclipse Private Wealth Management – leading a team that provides highly customized wealth management solutions to a select global clientele of successful individuals and families.

He has nearly 40 years of experience helping clients pursue their financial objectives through tailored investment strategies, comprehensive financial planning, and guidance for imperative decision-making working. He also has extensive experience advising clients who reside outside the United States, including an understanding of the specific challenges and opportunities associated with each of their respective jurisdictions.

Joel is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Private Wealth Advisor® designation – the result of extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, and that enforces rigorous standards of professional conduct.

Thanks to the trust his clients have placed in him and his team, Joel has been recognized as one of the industry’s top Financial Advisors:

• Barron’s Top 1,200 Financial Advisors: 2017-2021, 2024
• Forbes America’s Best-in-State Wealth Advisors: 2018-2024
• Forbes Best in State Wealth Management Team PA East: 2023-2024

Prior to establishing Eclipse Private Wealth Management in 2024, Joel spent 15 years as a Managing Director and International Client Advisor at Morgan Stanley, six years as a Senior Vice President and Financial Advisor at Wachovia Securities, and three years at Investec. He began his financial services career at Genesis Securities, an advisory firm he founded a year after graduating from Ursinus College with a B.A. in economics and business administration.

Joel and his wife, Sharon, live in Villanova, Pennsylvania. Outside of work, he dedicates his time to various charities that focus on adults with disabilities and support for the State of Israel. In his free time, he enjoys golf, tennis, skiing, Pilates and spending time with his family and friends.

Top 1,200 Financial Advisors (2017-2021, 2024), created by Barron’s. Most recently received March 2024 based on data gathered from Oct 2022 to Sep 2023. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Best-In-State Wealth Advisors (2018 – 2024), created by Forbes/SHOOK Research. Most recently received in April 2024 based on data gathered from 6/30/22 to 6/30/23. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Best-In-State Wealth Management Team PA East (2023 – 2024), created by Forbes/SHOOK Research. Most recently received in January 2024 based on data gathered from 3/31/22 to 3/31/23. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.