Company Name: James Financial Partners LLC

Person in Charge (and title): Tyler James, President and Financial Planner

Year founded: 2007

Tell us about the history of your business:

In 2007, James Financial Partners (JFP) was founded by President and Financial Planner Tyler James with one goal in mind: to work for the client, not the business.

Tyler’s experience with other financial services firms led him to recognize that clients are not always the top priority within a corporate agenda. When he founded JFP as an independent financial planning firm, he created the freedom to eliminate unwanted corporate politics and outside pressures, allowing the firm to focus solely on each client’s individual needs, priorities, and goals.

That client-first philosophy remains at the heart of JFP today.

Describe the services your organization provides and what makes you unique:

 JFP offers a variety of services designed to help clients pursue their financial goals and build a strong financial future. These services include, but are not limited to, financial planning, wealth management, investment advice, portfolio management, estate planning, and retirement planning.

At JFP, we strive to serve as the quarterback for our clients’ financial lives. We recognize that no single financial professional can be an expert in every area, which is why we have built strong relationships with trusted professionals throughout the Springfield community. When a client has a need that falls outside our area of expertise, we can help connect them with a knowledgeable, qualified professional who can provide the appropriate guidance.  Examples of these professional would be an attorney, CPA, insurance specialist, etc.

Our goal is to help ensure that our clients have access to the resources and professionals they need, while providing coordination and guidance along the way.

Tell us something people may not know about your organization:

 Something people may not know about James Financial Partners is that we are truly a family-owned and operated business. When Tyler founded JFP in 2007, it was just him, but today, multiple members of the James family are actively involved in the day-to-day operation of the firm.

Being family-owned has shaped the culture of JFP in a way that goes beyond simply sharing a last name. We have a personal investment in the long-term success of the business, but more importantly, in the relationships we build with our clients and the community we serve. When clients work with JFP, they aren’t working with a large corporate organization where decisions are made several states—or several departments—away. They are working with a local family that has a genuine stake in the people and community around us.

That family-oriented approach has helped shape the way we operate: with an emphasis on trust, personal relationships, accountability, and doing what we believe is right for the client.

Best business advice:

 One of the best pieces of advice we can give is to be intentional about who you choose to work with—especially when it comes to something as important as your financial future. Find an advisor you genuinely trust and, more importantly, someone you believe truly has your best interests at heart and operates under the fiduciary standard of care.

That belief is at the core of why JFP was founded. Tyler James created JFP with the goal of putting the client first, free from the corporate pressures and agendas he had experienced elsewhere. Today, that same philosophy continues to guide how we serve our clients.

At the end of the day, trust is the foundation of any successful advisor-client relationship. Find someone who will put your interests first, communicate openly, and be willing to give you honest advice—even when it may not be what you want to hear.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.