Today we’d like to introduce you to Megan Alpert.
Hi Megan, so excited to have you on the platform. So before we get into questions about your work-life, maybe you can bring our readers up to speed on your story and how you got to where you are today?
I’ve always been passionate about helping people, and I knew early on that I wanted a career where I could make a real difference in someone’s life. When I first entered the financial services industry over 20 years ago, I started in an entry-level position at Merrill Lynch. I had no idea where that journey would take me, but I was eager to learn and kept saying yes to new opportunities.
Over the years, I grew from working behind the scenes to becoming a client associate, then eventually a financial advisor and solo practitioner. Along the way, I also had the opportunity to mentor new advisors through Merrill’s Financial Advisor Training Program, which was incredibly rewarding because I love helping others grow and succeed.
As my career evolved, I realized that what I enjoyed most wasn’t just creating financial plans, it was building relationships. I became fascinated by the psychology of money and how our experiences, beliefs, and emotions shape the financial decisions we make. That’s really what inspired my approach to planning today.
In 2023, I took what was probably the biggest leap of my career and founded Joy World Wealth Partners. I wanted the freedom to build something that truly reflected my values, where financial planning feels personal, empowering, and even joyful. My goal has always been to help people dream bigger, reduce the stress around money, and create a plan that aligns with what’s most important to them.
Today, I’m incredibly grateful to lead a team that shares that same mission. We believe financial planning is about so much more than numbers, it’s about helping people create the life they want to live. Whether we’re working with individuals, families, or businesses, our focus is always on building genuine relationships and helping our clients move forward with confidence, peace, and purpose.
Alright, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?
I definitely wouldn’t say it’s been a completely smooth road. One of the biggest adjustments was going from a large firm, where so much of the infrastructure is already in place, to running my own business. Suddenly, I was learning marketing, payroll, operations, and all of the behind-the-scenes responsibilities that come with being a business owner.
At the same time, having an open architecture platform has been incredibly rewarding. It gives us the freedom to build the business around our values and create the best possible experience for our clients. That kind of independence comes with a lot of responsibility and hard work, but I wouldn’t trade it. Every challenge has helped me grow, and it’s made what we’ve built at Joy World Wealth Partners even more meaningful.
Alright, so let’s switch gears a bit and talk business. What should we know?
Joy World Wealth Partners was born from both love and legacy. When I was preparing to launch the firm, my daughter Audrey, who was six years old at the time, told me we should name it Joy World. The name was inspired by our dear friend Lindsay, whom we lost far too soon. Lindsay created a nonprofit called Spread Joy, and her life reminded us that joy is something we are called to carry forward.
Audrey wanted our family to bring more joy into the world and to continue a legacy like Lindsay’s. That simple, beautiful idea became the foundation for Joy World Wealth Partners.
Today, Joy World is a financial planning and wealth management firm, but it is also a reflection of our family’s values and mission. We help individuals, families, business owners, and organizations build strong financial foundations so they can live with more clarity, confidence, purpose, and joy.
Our work includes investment management, financial planning, retirement planning, business retirement plans, legacy planning, education funding, insurance conversations, and values-based wealth guidance. What sets us apart is our whole-person approach. We care deeply about the numbers, but we also care about the life those numbers are meant to support.
Joy World Wealth Partners is rooted in abundance, authenticity, generosity, growth, and human connection. We are most proud that the firm has become a place where people feel seen, heard, empowered, and encouraged to create a life that reflects what matters most to them. Our mission is simple: choose joy, live joy, and share joy.
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
We’d love to hear about any fond memories you have from when you were growing up?
When I think about my childhood, the first thing that comes to mind is the time I spent with my family. Some of my favorite memories are our summers in Avalon and the special moments I shared with my grandparents. I also loved being involved in cheerleading and dance, which brought so much joy into my life. One of the most meaningful experiences was attending the Pennsylvania Governor’s School of the Arts over the summer. It was an incredible opportunity to learn, grow, and meet amazing people. Those experiences gave me a strong appreciation for connection, community, and making the most of every opportunity.
Contact Info:
- Website: https://www.planwithjoyworld.com/
- Facebook: https://www.facebook.com/JoyWorldWealthPartners/
- LinkedIn: https://www.linkedin.com/company/joy-world-wealth-partners
