Advice, powered by knowledge Wealth management that inspires confidence

James, Hull & Ford Wealth Management William E. James II, Jason J. Hull, Patrick M. Ford, Anastasia June Duble, Teron Carter, Molly Mae Montgomery, Jessica L. Penza, Mary Ann Abbott, Bailey Good

James, Hull & Ford Wealth Management


phone

614-442-6255





address

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.

We are active participants in the UBS Portfolio Management Program (PMP) and work together to execute your unique financial strategy. As portfolio managers, we’re the decision-makers responsible for every trade. Unlike an institutional asset manager, we’re nimble and flexible, honing in on the investment mix that’s most appropriate to your goals and comfort with risk.


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.

Because we are wealth managers first and foremost, we view your family interests and business interests as the components of a complete and integrated strategy.

Your financial plan
We look at all aspects of your financial picture, including investments, retirement, estate, insurance, business and borrowing, so we can develop relevant recommendations and a customized plan.

Your investments
Our portfolio management team works with you to determine an asset allocation strategy that aligns with your goals and risk tolerance.

Your lifetime
After we build your financial plan and implement your investment strategy, we communicate regularly, track performance, and make timely adjustments in response to life changes and evolving economic conditions.


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.

You’ve worked hard to get to where you are today and we work just as hard to protect and preserve all that you’ve built. Estate planning not only takes into account the legacy you hope to leave behind, but a range of potentially complex tax issues, gifting guidelines, trust and philanthropic vehicles and family foundation considerations.

Our areas of expertise include:

  • Estate planning strategies
  • Customized asset allocation
  • Trust services
  • Educational funding
  • Cash management services
  • Business succession planning
  • Charitable trusts and philanthropic services
  • Tax minimization strategies
  • Asset management

Our office locations

5007 Horizons Drive
Suite 200
Columbus, OH 43220
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326 Third Street
Suite 102
Marietta, OH 45750
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180 Market Street
Suite 200
New Albany, Ohio 43054
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Bill James has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019, 2020



Insights

Planning for the future

Business Owners are a rare breed

Long-term investment themes

Long-term investment themes