James Kantowski

James Kantowski

Jim has always believed that building a relationship grounded in trust and integrity is the best way to help clients achieve their financial objectives. After 20 years with some of the nation's largest financial management firms, Jim left to pursue his dream of a firm where relationships matter, a firm where the product is not stocks or bonds, but great advice. Jim is married with four children and lives in Arnold, Maryland where you'll find him actively involved in his community. He is on the board of the Financial Education Foundation, co-founder of Fish For a Cure, and coaches baseball and basketball. He is a Certified Financial Planner and Certified Public Accountant. Jim belongs to the AICPA, MACPA and NAPFA.

Financial Planning: 5 Advantages to Starting Early

When should you meet with a financial planner? The short answer, now. When do most people meet with a financial planner? After a significant life event occurs. The event, such...

The Stock Market Plunged – What Should I Do?

“The stock market just plunged and I’m scared. What should I do?” First and foremost, if you have money in the stock market you should clearly understand...

Take Action – Tax & Investment To-Dos Before Year End

The end of the year is full of holiday cheer and the excitement of a fresh start, but don’t look forward too quickly. There are...

6 Personal Finance Tips for Women

My mom was widowed at age 48. I have 3 sisters. I know how difficult it can be to be a financially independent woman. I’m passionate about helping...

Should You Make Changes to Your Investment Portfolio

As one of the worst quarters in several years comes to a close you may be asking yourself if you should make changes to your...

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