James Hemphill (BA, CASL, CFP®, ChFC®, CIMA®, CPWA®)

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

College/Education Planning

Corporate Executives

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Planning Specialties

Jim’s finds purpose in supporting his clients’ hard work and good financial habits, and in helping them achieve the positive outcomes they deserve. He takes a data-driven approach, focusing on tangible goals and robust progress measurement. Jim specializes in retirement transition and wealth transfer strategies.

As Chief Investment Strategist, Jim developed the Dynamic Contrarian Portfolio Strategy, the asset allocation methodology at the core of TGS’s investment process. He coordinates ongoing research and recommends changes to the firm’s investment committee.

Jim spearheads TriageMD, which offers financial advice programs and educational platforms for physicians at all career stages. He delivers workshops that complement his books Pay Yourself First: A Financial Guide for Doctors Entering Practice and Changing Outcomes: A Financial Recovery Strategy for Peak-Career Physicians.

Jim received his Certified Private Wealth Analyst designation from the University of Chicago’s Booth School of Business, and his Certified Investment Management Analyst designation from the Wharton School of Business. Jim has been a CERTIFIED FINANCIAL PLANNERTM professional since 1982.

Jim resides in West Chester, Pennsylvania. He’s married to Amy, a Measurement Specialist for A.I. Dupont Hospital. They have three children: Jack, Katharine, and Alex.