For Business Owners
All the Financial Support Your Business Needs, Under One Roof
Each service below is available individually or as part of a coordinated approach. When you work with James across multiple areas, your team is already connected, sharing information, aligning strategies, and looking out for your interests.
Corporate Retirement Plans
Offer your team a retirement plan built to last. We design, manage, and support 401(k), 403(b), and SIMPLE IRA plans, and come on-site so your employees understand what they have. Learn More
Investment Management
Keep your capital working with portfolio oversight built around your business goals, cash flow, and tax strategy. We coordinate every decision with the full picture in mind. Learn More
Cash Management
Help your capital work more efficiently at every stage of your business cycle, balancing accessibility with opportunity through operating strategy and short-term vehicles. Learn More
Tax Preparation
Work with in-house tax professionals year-round, not just at filing time, to prepare accurate returns and help identify potential savings before they pass you by. Learn More
Bookkeeping
Keep your records accurate and current so every business decision is grounded in reliable numbers. We handle reconciliation, transaction recording, and financial statement preparation. Learn More
Employee Estate Planning
Help your employees protect what they have built. We provide personalized guidance on wills, trusts, and legacy planning, tailored to each employee’s family situation. Learn More
The James Difference
What Sets Us Apart
What sets James Investment apart is not just the range of services. It is how those services work together. Our in-house team is fully connected, which means your retirement plan, your investments, your taxes, and your bookkeeping are all aligned and aware of each other.
- 50+ Years of Experience: A track record built through multiple market cycles and decades of client relationships.
- Privately Owned and Independent: No outside shareholders. No institutional conflicts. Just straightforward guidance in your best interest.
- Comprehensive In-House Services: All under one roof, with your team fully connected across every service area.
- Concierge-Level Service: You will not be passed around. You will work with professionals who know your business.
- On-Site Support: We come to you. Employee education, plan reviews, and consultations can be conducted at your workplace.
- Research-Driven Approach: Our investment philosophy is built on independent research, not outside recommendations or third-party models.
Ready to Put It All Together?
If you are looking for a financial partner who can support your business across multiple fronts and not just one service area, it may be worth a conversation.
Contact us today to schedule a free consultation. We look forward to learning more about your business.
