James M Graham

James M. Graham has been a financial planner since 1996. He is a Certified Financial Planner™ and has been assisting people in managing their wealth, preserving it, and distributing

it during their life and beyond in the most tax-advantageous way. Jim works with a team whose specialties include tax, legal, estate, insurance, investment, and financial planning. He uses

these resources and his experience, to help his clients protect themselves, their children, and their assets. He believes in being a partner for the financial interests of his clients by developing

long-term relationships that focus on strategy first. Jim was formerly the host of “Hey Jim!,” a radio show dedicated to financial education.