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Brian James

Financial Advisor

Designations: CFP®

  513-469-7500

  Blue Ash, OH

Brian James is a CERTIFIED FINANCIAL PLANNER™ professional and a financial advisor in our Cincinnati office. The married father of three is the Chairman of the Board for Mother Teresa Elementary School, and holds degrees in Finance, Marketing and International Business from Ohio University.

Education and Certifications

Who I work with

What guides my approach

Brian James is a CERTIFIED FINANCIAL PLANNER™ professional and a financial advisor in our Cincinnati office. The married father of three is the Chairman of the Board for Mother Teresa Elementary School, and holds degrees in Finance, Marketing and International Business from Ohio University.

More About Brian:

About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9