Joe Koch

Joseph Koch, CFP^®
Managing Director, Investments

Joe Koch has nearly 40 years of investment experience servicing clients and their financial needs. Since 1994, Joe has carried the prestigious CERTIFIED FINANCIAL PLANNER™ designation. He joined B. Riley Wealth Management in 2010 and developed the Blue Mountain Wealth Management team in 2024. As the Managing Director, Investments for Blue Mountain Wealth Management, Joe continues to grow his reputation for knowledgeable, ethical, personalized advice with exceptional client service. He can provide you with strategies and ideas to help you plan for your financial goals and to weather market volatility, as he has done for his clients for more than three decades.

Joe is a graduate of Western Michigan University, where he earned a BBA degree in Finance with minors in Economics and General Business. He’s a former Mayor of the City of Plymouth, and a past member of the Plymouth City Commission. Joe remains an active member in the Plymouth Chamber of Commerce. He has been a dedicated member of the Plymouth Lions Club for the past 35 years and has served on the Plymouth Lions Foundation for the last 23 years as President and Trustee. He helped start and grow the foundation's corpus balance from zero to over $350,000, generating over $200,000 in income to help the less fortunate in the Plymouth community.

Contact the Blue Mountain Wealth Management Team today to learn more about our services and how we can help you and your family reach your financial goals.