The James Difference

Experience “The James Difference” as we simplify wealth management and provide unparalleled personalized service for your financial success.

Nestled near Dayton, Ohio, our independent family firm provides unbiased, tailored advice to our clients’ unique financial objectives.

Since 1972, we have been conducting our own research, giving us a unique edge in understanding market dynamics, and uncovering hidden investment opportunities.

Our in-house team of seasoned professionals offers a diverse range of services, making us your go-to destination for all your wealth management needs.

We consider every aspect of your financial well-being, forging strong relationships while crafting comprehensive plans and portfolios for optimal outcomes.

Simplify your financial journey with streamlined processes, consolidated account visibility across multiple locations, and unmatched convenience for a hassle-free experience.

We specialize in assisting, managing, and facilitating wealth transfer across generations, safeguarding your family’s financial legacy.

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James Investment Firm History