Our Qualifications

James M. Friery started his career in the financial service industry 25 years ago, after attending Ohio University in Athens, Ohio earning a Bachelor of Business Administration/Finance.

Jim worked for a local financial planning company in 1981, 6 years later to better meet the varying needs of his clients he started his own company.  The need to provide his clients independent advice along with full service financial planning still are the cornerstone of his practice today.

Jim holds numerous licenses in the securities and insurance industries.  This combination of education and experience positions him to offer broad based financial advice that clients can trust.