Jim Stanhouse (MBA)

Jim Stanhouse focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs

Planning Specialties

Stanhouse-FPM offers a wide range of advice focused on the needs of families and individuals from all stages and walks of life. Below are a few examples:

Everyday Financial Needs: 
   - Financial Goal planning
   - Retirement planning
   - College funding
   - Employee benefit options
   - Insurance needs analysis

Wealth Management 
   - 401(k) / 403(b) allocations and rollovers
   - IRA Rollovers / distribution advice
   - Lump sum distributions

Investment Analysis and Planning
   - Evaluating Specific Investments
   - Analysis of risk-return trade off
   - Portfolio analysis, design and asset allocation

Ongoing Asset Management
   - Implementation of Investment Plans 
   - Rebalancing

Other Services 
   - Second opinions on any of the above
   - Referrals to appropriate attorneys, CPA’s 
   - Estate planning fundamentals

Additional Information

Jim volunteers with Clark Howard's Consumer Action Center answering consumer's financial questions.
He completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program through Emory University and passed the rigorous two-day 10-hour CFP® Certification Examination. He will be authorized to use the CFP® mark of distinction after completing the CFP Board of Standard’s specific experience requirements. In addition to NAPFA, Jim is an active member of the  Financial Planning Association (FPA), and The Garrett Planning Network, Inc.
Jim graduated from Siena College in New York State with a BBA degree in Accounting and received a CPA certificate after working with the accounting firm, KPMG, LLP. He also holds a Masters degree in Business Administration, earned in 1985 from University of New York at Albany.
Jim is self-described as frugal and a long-time, long-term personal investor. When not working, he enjoys spending time at home  with his wife and their daughter and two dogs, sailing, camping, and hiking. As of July 4th, 2011, Jim has completed, his 20th consecutive Peachtree 10K Road Race. He is an active member of his local church and has also volunteered in the IRS VITA program.

NAPFA Start Date

August 26, 2009


This Office

3235 Satellite Blvd Ste 300 Duluth, GA 30096-8688 Phone: (404) 538-0307 Fax: (770) 291-2223