FEE-ONLY FINANCIAL PLANNING TAILORED TO FIT YOUR LIFE
WELCOME, I’M JIM WHITE
I founded J. H. White Financial over a decade ago to create a transparent, client-focused, fee-only financial planning firm. Our refreshingly straightforward approach is honed on years of experience, and a genuine desire to help our clients align their personal finances with their goals of a financially secure future. We’ve carefully crafted a clear and structured process that provides us with a comprehensive understanding of your individual situation and objectives, enabling us to effectively support and guide you towards reaching your full financial potential.
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Listening. It all begins with listening.

We listen to what’s important to you, understanding your financial and life goals. We earn your trust every day by applying our expertise and personalized approach to meet your individual needs.

You get security, stability, and clarity.

FEE-ONLY
We are fee-only advisors, which means we are independent and objective. If you want a financial advisor who focuses on your priorities, acts in your best interests, and is not limited to specific financial products, then consider working with us.
EXPERIENCED
We’ve lived it. We’ve seen it. Everyone here has experience in the corporate world, and we think that’s important. You can feel reassured that we understand your challenges, and can successfully help you navigate through the ever-changing business world.
QUALIFIED
You get realistic expectations. Here at J. H. White Financial you will work with a Certified Financial Planner™ professional. A CFP® practitioner represents the highest quality of competency, dedication, and ethics, who puts you and your best interests first.
THE TEAM
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A different kind of approach from a different kind of company. Your finances are not just about investing, and neither is our guidance. Easily accessible, we can meet in our offices, online, or even in your own home. We take a comprehensive 360-degree approach to your situation as a whole, and our unique process encompasses every aspect of your finances to protect what you have. Our dedicated team will put you at ease and reduce your financial stress with our unique personalities, sense of humor, and warm, welcoming atmosphere at J. H. White Financial.
WE’RE HERE FOR YOU

You do not have to have a fortune to begin building one.

There are no requirements as to your income or net worth.

Let us help you unlock your full financial potential.

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GET STARTED

Are you ready to make a positive change?

We’d love to be a part of that process, and help guide you through the all too often overwhelming world of personal finance.

We’re on hand and ready to chat, online or in person, so please get in touch, and we’ll get on track for a financially secure future.

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