James Investment

James Investment At James, we specialize in prioritizing and achieving financial goals at every life stage. Let us

09/01/2026

It's National College Savings Month, and some of the biggest changes to 529 plans in years have families rethinking what they thought they knew, from grandparent gifting to new rollover options for unused funds. If any of this raises a question about your own family's plan, we'd love to talk it through.

Please join us in celebrating Fall Ainina, Ph.D., and his 25 years with James Investment! Dr. Fall has been a valued par...
08/29/2026

Please join us in celebrating Fall Ainina, Ph.D., and his 25 years with James Investment! Dr. Fall has been a valued part of our firm’s story, bringing leadership, insight, and a commitment to excellence that has helped guide our investment team. Thank you, Dr. Fall, for your dedication and service!

If something happened to you tomorrow, would your family know where to start? Estate planning is about more than assets....
08/26/2026

If something happened to you tomorrow, would your family know where to start? Estate planning is about more than assets. It's about making sure the people you love are prepared. Read our latest article to see what a well-rounded legacy plan really involves: https://hubs.ly/Q04tg90l0

Something exciting and a little different is taking shape in Minster!As the framing goes up, you can begin to see the vi...
08/25/2026

Something exciting and a little different is taking shape in Minster!
As the framing goes up, you can begin to see the vision for this special new space. We’re building a different kind of firm, centered on personal attention, confidentiality, and relationships that span generations.
Relief comes from seeing the full picture. By bringing the right people and conversations together under one roof, we can work closely with your other trusted professionals and keep everyone focused on what matters most to you.
Interested in becoming part of this new space? Send us a message and follow our Minster page for updates: https://hubs.ly/Q04vbzv-0

Trump Account, 529, Custodial Roth IRA, or UTMA? Each one plays a different role in a family's savings plan, and the rig...
08/20/2026

Trump Account, 529, Custodial Roth IRA, or UTMA? Each one plays a different role in a family's savings plan, and the right mix depends on your overall goals. We compare all four side by side. Read our blog for a deeper dive into these options. https://hubs.ly/Q04qVXZp0

08/18/2026

One of the biggest estate planning mistakes can happen long before an estate is ever settled. Understanding how your home is titled today could save your loved ones from unnecessary taxes down the road.

National Financial Awareness Day is August 14. Take ten seconds and see how many of these you can honestly check off. If...
08/14/2026

National Financial Awareness Day is August 14. Take ten seconds and see how many of these you can honestly check off. If you didn't check every box, you're not alone, and it may be worth a conversation. Comment your score below.

Life insurance isn't something most people revisit once they have it. But as retirement approaches, your coverage needs ...
08/13/2026

Life insurance isn't something most people revisit once they have it. But as retirement approaches, your coverage needs can shift in ways that aren't always obvious. Read this month's Smart Strategies article: https://hubs.ly/Q04kwstm0

We’re excited to announce the winners of our quarterly $2,500 Charitable Giveaway! Do Good Restaurant and Ministry in Os...
08/12/2026

We’re excited to announce the winners of our quarterly $2,500 Charitable Giveaway! Do Good Restaurant and Ministry in Osgood, OH! Do Good's mission is to spread God's word through service and food, and to feed peoples' bodies, minds and souls.
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08/11/2026

For more than five decades, James Investment has helped individuals and families navigate important financial decisions with clarity and perspective. Our approach brings together financial planning, investment management, and strategic advice in one coordinated relationship designed around your goals.

Address

1349 Fairground Road
Xenia, OH
45385

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19374267640

Website

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