James Schier, CFS®, CFP®, is a financial advisor with more than a decade of experience helping individuals, families, and business owners navigate complex financial decisions while building lasting financial security. His practice focuses on comprehensive financial planning, investment management, retirement strategies, and tax-efficient wealth planning designed to help clients protect and grow what they have worked hard to build.
Throughout his career, James has built a strong advisory practice serving both successful individuals and business owners, helping them make thoughtful financial decisions during important life and business transitions. He frequently works with clients on issues such as business succession planning, retirement income strategies, tax-efficient investing, and multi-generational wealth planning. James believes the most effective financial plans are built through trusted relationships, clear communication, and strategies tailored to each client’s unique goals.
James holds the Series 7 and Series 66 securities registrations and has earned the Certified Financial Planner™ (CFP®) and Certified Fund Specialist® (CFS®) designations, reflecting his commitment to maintaining the highest professional and ethical standards.
Outside of his professional work, James’s greatest joy is spending time with his family. He and his wife, Allie, are raising their two daughters, Cece and Eloise, in a busy household that also includes their two dogs, Odin and Olive. Whether it’s family time at home, outdoor adventures, or cheering on the kids’ activities, James values the same sense of stability and long-term planning in his personal life that he strives to help his clients achieve.