PLANNING. INVESTING. ADVICE.

Smart Planning,
Built Around You

Financial planning isn’t one-size-fits-all. Through market shifts and life transitions we help simplify your wealth journey—bringing clarity and confidence to every step.

PLANNING. INVESTING. ADVICE.

Smart Planning, Built Around You

Financial planning isn’t one-size-fits-all. Through market shifts and life transitions we help simplify your wealth journey—bringing clarity and confidence to every step.

Our Services

Helping You Move Forward
With Confidence

Your financial goals and priorities shift as life moves forward. At James Investment, our services are designed to grow with you—offering thoughtful strategies for building wealth, preparing for retirement, and planning your legacy.

Who We Serve

From professionals charting their future to retirees protecting what they’ve built, we tailor our support to fit your life. We serve those who want more than just advice—they want a relationship built on trust and long-term vision.

Future Focused Planners

FUTURE-FOCUSED
PLANNERS

Retirees and Couples

RETIREES
& COUPLES

High Earning Professionals

HIGH-EARNING
PROFESSIONALS

Business Owners and Executives

BUSINESS OWNERS
& EXECUTIVES

Institutional Investors

INSTITUTIONAL
INVESTORS

Wealth Management in Dayton Ohio

Rooted in Purpose

A Legacy Built on Trust

Founded in 1972 on a quiet 35-acre campus near Dayton, OH, James Investment was built with one goal in mind: helping individuals, families, and institutions navigate their financial lives with confidence. Over the decades, we’ve remained grounded in values and committed to thoughtful, relationship-based planning that puts your goals first—every step of the way.

Trusted by generations since 1972

YEARS
EXPERIENCE

Fee-Only Advisors

FEE-ONLY
ADVISORS

Proprietary Mutual Funds

PROPRIETARY
MUTUAL FUNDS

Independent Research

INDEPENDENT
RESEARCH

The James Difference

What Sets Us Apart

When you work with James Investment, you’re supported by a dedicated team of professionals who collaborate across specialties to deliver integrated, client-focused solutions. With deep experience, in-house research, and a commitment to independence, we simplify complexity and stay by your side—whether you’re building wealth, preparing for retirement, or planning a legacy.

– Fee-Only, Client-First Planning

– Proprietary Investment Options

– Independent Research & Insights

– Experienced, In-House Professionals

– Seamless Support In-Person or Online

Wealth Management in Dayton Ohio

James Investment Insights

Ready to Take Control of Your Financial Future? Let’s Talk.

Book a quick introductory call to discuss your goals and see how we can help. No pressure, no obligations – just straight answers about your path forward.