James Karamourtopoulos (CFP®)

James Karamourtopoulos focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Millennials

Planning Specialties

I specialize in creating customized comprehensive financial plans and investment management solutions for busy professionals with complex financial situations. Clarity around your finances allows you to spend your time focusing on what matters most . My practice focuses on creating plans for equity compensated professionals (employees, executives and founders) as well as those planning for or already in retirement.

I believe that the purpose of financial planning is to help you direct your hard earned resources towards what matters most to you. Our goals and values based planning process will help you align your money with values. My comprehensive approach allows me to help manage every aspect of your financial life and provide you with strategies that will help you take advantage of the opportunities available.

Additional Information

My name is Jay Karamourtopoulos. I am a CFP®, MBA and founder of Hereford Financial, a fee-only financial planning and investment management firm located in Boston but serving clients across the country virtually. I help my clients by educating them about all of the areas of financial planning and empower them by putting them in control of their finances.

I’ve worked in the financial services industry for over 10 years. After spending time at large and mid-sized asset management firms in Boston, I worked for a team of financial planners helping to construct plans for their clients. I have also worked for two early stage FinTech companies.I have a bachelors degree from the University of Massachusetts Amherst, as well as an MBA from Boston University.

Working with me will bring you the comfort of knowing that you are in control of your finances and making smart decisions with your money, allowing you to spend your well-deserved time away from the office or in retirement doing more of the things you love.

Outside of the office you can find me running along the Charles River, attending a Boston team sporting event or trying out a new restaurant.

NAPFA Start Date

September 30, 2021

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This Office

399 Boylston St 6th Floor Boston, MA 02116 Phone: (617) 249-3252