Who We Are

Established in 2005, David James Financial Group’s sole mission is to maintain and grow the wealth of our clients to achieve their financial goals. We accomplish this by bringing together an unbiased team of advisors from a variety of diverse financial disciplines.

David James Financial Group was founded on the principle of providing objective advice to our clients.  We did not morph into this business model; it is at our core.  As a fiduciary, we are required to put our client’s interests first – we wouldn’t have it any other way.

We earn our client’s trust by helping them understand and navigate the complexities of comprehensive financial planning.

We are an independent fee-only firm that receives no sales commissions for allocating client’s assets into specific investments. There is no conflict of interest, and we hold no client assets. We derive our income solely from our clients — linking our success directly to the success of our clients.

Each of our financial advisors offers our clients a diverse background and experience in financial planning and investment management. Every client receives the full resources of our firm.

Check the background of this firm on FINRA’s BrokerCheck.