James helps individuals and families bring structure, clarity, and confidence to their financial lives through thoughtful, comprehensive wealth management. With a focus on retirement, tax, college, and estate planning, he works closely with clients to align their investments and financial decisions with their goals — so they can spend more time focusing on what matters most. His approach combines disciplined planning with practical guidance, helping clients make informed choices at every stage of life.
With over 20 years of experience in the financial and retirement planning industry, James brings deep knowledge and a steady hand to complex financial challenges. He is a Chartered Mutual Fund Counselor (CMFC) and a proud graduate of Western Michigan University, where he earned his B.A. in Communications.
For James, being a financial adviser is about more than numbers — it’s about helping people achieve the freedom to live the life they envision. Seeing clients reach milestones, pursue passions, and fulfill dreams — whether that means traveling the country, starting a business, or enjoying a secure retirement — is the most rewarding part of his work.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
