Individual and Institutional Financial Planning

How Can James Work For You?

Comprehensive Wealth Management

Addressing all aspects of your financial well-being, our financial planners create a comprehensive financial plan customized specifically for you.

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Investment Management

Utilizing our diverse investment strategies, we build and actively oversee portfolios designed to align with your objectives and your core values.

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Estate Planning

Guiding each step, we help create estate documents designed to help protect your assets, honor your wishes, and preserve a lasting legacy.

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At James, we specialize in helping people prioritize and achieve their goals, no matter where they are on their financial journey.

Give Your Wealth a Second Look

About James Investment

Established in 1972 and nestled on a sprawling 35-acre campus near Dayton, OH, our team has been dedicated to serving the needs of the investment community. Committed to goals-based advice and cultivating enduring relationships, we offer unwavering guidance through volatile markets and major life events.

Our in-house team and diverse services make us a go-to destination for your wealth management needs. Experience simplicity and thorough guidance on your journey to financial success.

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