Jim Hamilton, CFP®

Jim Hamilton, CFP®

President and Co-Founder

Jim has been servicing the public as a Registered Representative since 1993. He has a B.S. in Electrical Engineering from Wayne State University. He uses this discipline to help him apply a systematic and methodical approach to financial strategies for his clients. Jim is a firm believer that what is missing in the Financial Planning world is clarity and focus. That’s why he strives to see that his clients have a game plan going forward that will help them regain a sense of balance in their lives.


Jim enjoys spending time with his wife, Kim and two children, Trae and Jadyn. In addition to their two dogs and three cats.

He also enjoys golf, pickleball and squash.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and  CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Learn More About Me

If you had a million dollars to spend, what would be the first three things you would buy?

Kim and I have always treated our money as a way to help others. We would probably be no different in what we do today. Take care of others first, Family, Church, etc. then if there was anything left, we would take care of some wants and needs that we may have.

What’s the most likely place people could find you on a Saturday night?

In the summer, you would find us at our cottage or with family or with our family at our cottage.

Which would you pick: Living on the beach or living near the mountains?

Kim and I enjoy time at our cottage with the beach to unwind from the weeks work.

What is the best advice you have received over the years?

If you’re able to help someone, you should. Sometimes just sharing your time (being present) with someone who needs just that is more important than anything financial you might give them.

The key is knowing what to offer.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?

Slow down — the faster you go, the more you miss out on.