James Davis

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

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Jim Davis is a Fee Only financial planner in Columbus, OH. Jim is also a proud member of the Alliance of Cambridge Advisors (ACA). Having been a client of a Cambridge Advisor since 2002, Jim understand the great value of working as a comprehensive, fee-only advisor.
 
Jim received extensive training in all areas of personal financial planning through the Ohio State University and specialized training in financial planning techniques through ACA. Jim earned a B.S. in Marketing from Franklin University. He is a CERTIFIED FINANCIAL PLANNER Professional. Jim is also an Enrolled Agent (EA) which allows him to represent clients before the IRS.

Additional Information

Jim works primarily in the Clintonville office. He is married to Suzanne, an RN at the Ross Heart Hospital at OSU. Jim and Suzanne adopted Delaney Hu Davis from the Hubei Provence, China in 2010 and are enjoying their active preschool daughter. The whole family enjoys the outdoors, biking, going to the park, swimming and hiking.

NAPFA Start Date

December 07, 2007

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This Office

4400 N High St Ste 201 Columbus, OH 43214-2635 Phone: (614) 328-9319 Fax: (614) 328-9321