About My Practice
As a comprehensive financial planning firm, we are dedicated to simplifying your financial life, optimizing your investments, and your personal financial plan. We work closely with you to help grow and protect your wealth, so that you can achieve your most important financial goals.
We are dedicated to serving our clients and are committed to the following principles:
- Honest, transparent, and open communication
- Highly responsive, world-class service
- Knowledgeable and timely advice
- Earning the trust and confidence of every client
Our Discovery Meeting diagnoses your current financial situation and provides you a personalized introduction to the complete array of financial management, tax advisory, investment advisory, brokerage, and wealth management services we can offer. We start by having you complete the Client Profile Questionnaire, a personalized check-up which helps you organize and manage important financial decisions more simply. Upon reviewing your completed questionnaire during an initial meeting (no charge and no obligation), we can determine if our services will be beneficial to you. If you should decide to use our services, we prepare a written plan prioritizing areas of financial importance, and quantify what needs to be done for successfully accomplishing your financial goals and objectives.
Jim joined Acorn Financial Services and Acorn Financial Advisory Services families in 2003 as a Financial Planner, became managing partner of the firm in 2008, and the owner in 2011.
Previously, Jim worked as a Financial Advisor at American Express Financial Advisors. Jim also has many years of experience as a seasoned entrepreneur in the restaurant business.
He holds a Bachelors of Science Degree in Corporate Finance and Financial Services from the University of Akron (Akron, OH) and is a graduate of the Fisher Institute. In his graduate studies he has earned his CFP® (Certified Financial Planner) from The College for Financial Planning (Denver, CO).
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance, Health/disability insurance, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
The Strategic Financial Alliance, Inc. (SFA), a Broker-Dealer, member FINRA/SIPC.
Financial planning services offered through Acorn Financial Advisory Services, Inc. (AFAS), a SEC Registered Investment Adviser. Securities offered through The Strategic Financial Alliance, Inc. (SFA), a Broker-Dealer, member FINRA/SIPC. AFAS and SFA are unaffiliated. For more information go to http://www.acorn-financial.com/disclosure.htm
Considerations: Financial planning services offered through Acorn Financial Advisory Services, Inc. (AFAS), a SEC Registered Investment Adviser. Securities offered through The Strategic Financial Alliance, Inc. (SFA), a Broker-Dealer, member FINRA/SIPC.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.