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
RETIREES
& COUPLES
HIGH-EARNING
PROFESSIONALS
BUSINESS OWNERS
& EXECUTIVES
INSTITUTIONAL
INVESTORS
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.
YEARS
EXPERIENCE
FEE-ONLY
ADVISORS
PROPRIETARY
MUTUAL FUNDS
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
James Investment Insights
3rd Quarter 2025 Outlook
2nd Quarter 2025 Outlook
Economic Outlook for 2025
4th Quarter 2024 Outlook
3rd Quarter 2024 Outlook
2nd Quarter 2024 Outlook
2024 Economic Outlook
4th Quarter 2023 Outlook
3rd Quarter 2025 Outlook
2nd Quarter 2025 Outlook
Market Commentary – February 2025
Economic Outlook for 2025
Market Commentary – November 2024
4th Quarter 2024 Outlook
Market Commentary – September 2024
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.
