Holistic financial planning for
peace of mind and a better life.
Manage your money with confidence and ease.
My goal is to give you the knowledge, understanding, and guidance you need to make good choices regarding your finances.
Tax Planning & Preparation
I’ll help you create a proactive approach to your taxes to help you today—and in the future.
Investment Management
We’ll work together to build an investment strategy to help you reach your dreams and goals with comfort.
Estate Planning & Counseling
Get the support you need to create a thoughtful plan for passing on your legacy.
Insurance Services
Get the best price on the most comprehensive coverage for health, life, annuities, and other types of insurance.
Personal & Business Financial Planning
A happy, successful life doesn’t just happen. It takes good planning and smart strategies. I can help.
about jim BArnash, cfp®
Experienced. Trusted.
Insightful.
Supportive.
Money is personal, so picking someone to help you manage it is one of the most important decisions you can make. You want both solid expertise and someone you actually understand and like working with. For more than 30 years, I’ve helped my clients gain a deeper understanding of their finances so they can live their lives and run their businesses with more peace of mind.
client TESTIMONIAL
“We chose Jim as our financial advisor after working with someone else we just didn’t feel comfortable with. Jim not only makes us very comfortable, he also handles our assets as if they were his own and gives us sound advice on financial matters beyond our investments. My husband and I feel very fortunate to have found him.”
M.N.
Hi, I’m Jim.
Watch my video to learn a bit more about how I approach financial matters and how we can work together.
