James Maher, AAMS®
Wealth Advisor, Director
Fort Worth, TX
James Maher is a Wealth Advisor and Director with 8 years of experience in financial planning, investments, retirement, behavioral investment counseling, estate planning, education funding and insurance. James joined MAI in 2022 to open the Texas branch in Sundance Square downtown Fort Worth, TX. James also has served in the United State Air Force since 2002 and is currently in the USAF Reverses stationed at NAS JRB Fort Worth, TX. Prior to joining MAI, James served high net worth individuals as an Investment Counselor at Fisher Investments since 2019. Previously, he also served clients as a Financial Advisor at an Ameriprise Private Wealth Advisory Practice and Edward Jones Investments.
James has years of experience helping high net worth families define their goals and meet their objectives. James believes in a personalized approach to wealth planning to address multiple goals and believes in behavioral investment guidance to help clients stay on track to reach their long-term goals.
James graduated from Tarleton State University with a B.S. in Business Management and has earned an MBA. He is an Accredited Asset Management Specialist℠.