James Maher, AAMS®

Wealth Advisor, Director

Fort Worth, TX


James 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 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 administration and his MBA. James also graduated from Texas A&M School of Law with his Masters of Jurisprudence in Wealth Management. James is also an Accredited Asset Management Specialist

James recently retired from the United State Air Force where he served since 2002 and was most recently stationed at NAS JRB Fort Worth, TX.

We look forward to learning about your financial goals.