Founder and CEO, Wealth Advisor
Jim is a CERTIFIED FINANCIAL PLANNER™ professional, who has been providing financial advice to affluent families and individuals since 1988. Jim founded Barrington Wealth Management in 2007 to better serve clients’ planning and investment needs. His qualifications and ability to listen and understand objectives enable him to provide appropriate guidance. Using his experience, he helps individuals and businesses implement quality, unbiased solutions that align their planning with their vision.
“Enrich Your World,” clearly means different things to different people, and it often changes throughout a person’s life. Jim states that what he loves most about his job is that he gets to help people do just that. Routinely it means working toward financial security and helping accomplishing material goals, but often times it means even more. It can mean helping others, pursuing a calling, making life changes, or battling challenges. His job feels so fulfilling that he truly enjoys coming to work every day to spend time with families that become very important to him personally.
From the beginning, Jim has known that no one has all the answers. It is important to develop a qualified team to serve families with the highest level of care. Over the years Jim has developed a strong network of professional advisors in a wide variety of planning areas including estate, business, tax, liability management, personal career coaching, college coaching for high school students, philanthropy, and many others.
Becoming a partner of Carson Institutional Alliance provides incredible bench strength, resources and support. Our local BWM team takes pride in the service and planning they directly provide to the families that rely on them. Together, they are a strong team with a concern for the needs of the families that partner with them.
Jim is happily married to Jennifer and has four children ages 23 to 18: J.D., Ashley, Courtney and Chloe. Together in 2012, his family formed Hope’s In, www.hopesin.org, an organization dedicated to equipping future humanitarians through service in 3rd world countries. The family takes at least one annual service trip overseas and they often invite clients and friends to join them. He is also an active board member of the Barrington Breakfast Rotary Club. The motto of Rotary is Service above Self. Through Rotary his focus is working with high school students helping them develop service projects that they are passionate about. He is also active with charities focused on compassion, including Kids Around The World, International Justice Mission, and Potter’s House Association International. Over the years, he has been active in Barrington youth sports and other family related activities.