James Investment

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

06/04/2026

At the center of every financial relationship is trust. Our firm's values guide how we serve clients, evaluate opportunities, and make decisions. These principles have shaped our approach for decades and continue to guide us today. https://hubs.ly/Q04fQsXM0

Record earnings, a market carried by few names, and everything you need to know about Trump Accounts before July 4th. Ou...
06/02/2026

Record earnings, a market carried by few names, and everything you need to know about Trump Accounts before July 4th. Our June Market Commentary is out now: https://hubs.ly/Q04jLdrB0

Your will tells people what to do. A letter of instruction tells them how. It is one of the most overlooked pieces of a ...
06/01/2026

Your will tells people what to do. A letter of instruction tells them how. It is one of the most overlooked pieces of a complete estate plan. Our latest post breaks it down. https://hubs.ly/Q04hFM7M0

05/29/2026

We have some exciting news to share. Our team officially broke ground on our future Minster location!!!
We’re incredibly grateful for the warm welcome we’ve already received from the community and excited to continue building relationships with local families, individuals, and businesses for years to come. We’ll be sharing building updates & community event invites, so be sure to follow along as we build! https://hubs.ly/Q04jpQRZ0

05/29/2026

It's a common assumption: "I'll sell the business when I'm ready to retire." But a business sale depends on factors largely outside your control, and that uncertainty can leave retirement security hanging in the balance.

Graduation is a milestone worth celebrating, and the financial decisions that follow can set the tone for decades to com...
05/26/2026

Graduation is a milestone worth celebrating, and the financial decisions that follow can set the tone for decades to come. Here is a practical look at where new grads and their families should focus first. https://hubs.ly/Q04cqvcH0

Freedom is never free. Today, we remember those who paid the highest price to protect it. From all of us at James Invest...
05/25/2026

Freedom is never free. Today, we remember those who paid the highest price to protect it. From all of us at James Investment, thank you to all who served and to the families who loved them.

05/21/2026

A will tells the courts what you want. But it doesn't replace a healthcare proxy, doesn't override beneficiary designations, and doesn't avoid probate. A truly complete plan requires more than one document.

05/19/2026

Retirement planning doesn’t stop once you’ve saved enough. Decumulation is the strategy behind turning your savings into sustainable income throughout retirement. Learn more in this month's "Word on Wealth".

Building a business and building personal wealth are not the same thing. If most of your financial picture lives inside ...
05/14/2026

Building a business and building personal wealth are not the same thing. If most of your financial picture lives inside your company, this one is worth a read. We're here to help you see the full picture and build toward it with confidence. Read the full post here → https://hubs.ly/Q04cqzvV0

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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