Your Advisor
James F. Eddins II enjoys helping his clients achieve financial confidence and the appreciation that goes along with helping them achieve their goals. He learned the value of hard work and discipline as a Sergeant in the United States Marine Corps, serving in Operations Desert Storm and Desert Shield.
James brought those values with him as he became a CERTIFIED FINANCIAL PLANNERTM professional, and he incorporates client relationships based on integrity, accountability, and understanding. He works to be separate from mainstream financial advisors in what he does and how he does it as he independently operates from mainstream academia and industry cohorts and creates innovative solutions.
As a living kidney donor, he believes in serving others, with all that you can, if it’s within your means. Whether you’re an individual investor, organization, or foundation, he is invested in seeing you succeed.
Client Care
Whatever your goals are, whether they are to build wealth, protect your family, or preserve your assets, our personalized care focuses on your needs, wants, and long-term goals.
We look forward to partnering with you for your financial needs.