Welcome to James Investment
Coming Soon to Minster!
James Investment is a privately-owned investment and wealth management firm that has helped individuals, families, and businesses across Ohio for more than 50 years. Founded here in Ohio and still family-owned today, our work has always centered on long-term thinking, personal relationships, and doing what’s right for the people we serve.
We are excited to be building this new office and look forward to welcoming the community into a thoughtfully designed space that reflects our values and commitment to being an engaged part of the community.
Our Commitment to You
Helping You Move Forward
With Confidence
We’re bringing the same comprehensive planning and investment guidance our firm is known for directly to Minster, making it easier for individuals, families, business owners, and employers to access help close to home.
We believe strong communities grow from financial clarity and confidence. Our goal is to make guidance approachable, personal, and rooted right here in Minster. Our commitment also goes beyond the office. We plan to support local organizations and events, hire locally as we grow, and build long-term relationships throughout the community and surrounding areas.
“James Investment made things easy from the start. They came out to our office to meet with each employee. They’ve been doing this a long time & brought us a fresh outlook with smart options.”
Matt Quinter, Baumer Construction, Inc.
*This testimonial is from a client of the firm who is also related to an employee of the Adviser. There was no compensation connected with this testimonial.
Why Minster
Minster reflects many of the same values that have shaped James Investment for more than 50 years, strong work ethic, integrity, and pride in doing things the right way.
Several members of our team have deep roots in Auglaize and Mercer Counties, with long-standing family and professional ties in the area.
Opening an office in Minster allows us to better serve the families and businesses we already work with, while welcoming new relationships within the surrounding communities.
Follow Along As We Build
As our new office takes shape, we’ll share occasional updates, workshop invitations, and community events. Be part of what we’re building in Minster. Enter your information below to stay informed as we prepare to open our doors.
Request a Workshop
Good planning starts with understanding. Our team offers small-group workshops on estate planning, retirement readiness, employer retirement plans, and practical financial organization. If your business or group would benefit from a tailored discussion, we’d be glad to connect.
