Kelly Carter

Joe DeMeo

President & Founder of Money Bridge Wealth & Income Planning

As president and founder of Money Bridge Wealth & Income Planning*, Joe DeMeo works closely with his clients, designing custom financial strategies that address their specific needs, designed to ensure financial independence in retirement. Striving to set his clients up for success helps them to face their future with anticipation rather than apprehension. After all, the goal is to never outlive your money.

*Money Bridge Wealth & Income Planning is not affiliated with Beacon Retirement Planning Group or CreativeOne Wealth, LLC.


Joe remains committed to community outreach, education, and leadership around the topics of financial strategies and asset protection, including legacy strategies, long-term care strategies, and other special needs. Working with families across the country, Joe’s primary mission is to help individuals protect what they’ve worked so hard to accumulate.