Advice, powered by knowledge Wealth management that inspires confidence
James, Hull & Ford Wealth Management
614-442-6255
5007 Horizons Drive
Columbus, OH 43220
“The trust, service and integrity we bring to each client has helped us earn long-term relationships that span generations. When it comes to managing wealth, we take the time to understand your goals and offer an informed perspective of what’s possible.”
— James, Hull & Ford Wealth Management
With years of experience serving clients in the petrochemical industry, legal, public service and medical fields, the James, Hull & Ford Wealth Management provides generations of families with professional and timely wealth management. Our disciplined planning approach is built on a commitment to developing cohesive, multigenerational relationships, working closely with parents, grandparents and children to achieve long-term goals and ease the challenges of every major life milestone.
We help simplify your financial life by offering comprehensive advisory services, specialized wealth planning—including estate and wealth transfer planning—and discretionary portfolio management. This holistic approach enables our team to build strong, personal relationships by looking beyond your assets and integrating all aspects of your entire financial life.
Portfolio management focused on your priorities
As active portfolio managers with direct access to global resources, we offer timely perspectives, customized investment planning and a fully integrated suite of financial solutions. Our team provides a variety of strategies that enable us to build custom portfolios comprised of a range of offerings from highly diversified to more targeted opportunities, matching your investment objectives and risk preferences.
Protective and holistic financial planning
We are attuned to protecting the financial independence of your family, structuring a deliberate and meaningful financial plan that directs capital to reflect your values. Our primary goal is to provide a streamlined process that simplifies your financial life so that you can focus on the activities that matter most to you.
A multigenerational approach from a multigenerational team
We understand the connections between wealth and family, and we’re committed to serving your family today and tomorrow. We are positioned to address every holistic family issue, ranging from wealth transfer and preservation strategies to philanthropic pursuits.
Our office locations
5007 Horizons Drive
Suite 200
Columbus, OH 43220
Get Directions
326 Third Street
Suite 102
Marietta, OH 45750
Get Directions
180 Market Street
Suite 200
New Albany, Ohio 43054
Get Directions
Bill James has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019, 2020
Our perspectives
About us
Insights