Who We Are

James C. Oliger CFP®

Senior Fund Analyst

James earned a Bachelor of Science degree in Financial Planning from Wright State University in 1997, then earned the right to use the CFP® mark in 2000. James also holds the Chartered Mutual Fund Counselor® designation, has earned the Board Certified in Securities (BCS) designation, and is an Accredited Tax Preparer. James has been providing service and advice to our clients since graduating in 1997.

James is married with a young daughter and son. He enjoys golf, baseball, and spending time with his family.

 



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000