James H. Christie| CFP®
Freedom Wealth Management, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Bedminster, NJ 07921-2118
Fort Myers, FL
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
James Christie is a Bedminster, NJ Fee-Only Financial Planner serving Bedminster and all surrounding areas, with a satellite office in Fort Myers, FL. Freedom Wealth Management, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. James Christie is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
James H. Christie, CFP® established Freedom Wealth Management to provide his clients with objective Financial Advice and investment management. Jim’s goal is to help his clients achieve “Financial Freedom.” In other words, to be in control of their finances, have a clear idea of where they are heading and how to get there, and to be prepared for any sudden changes in their lives.
An avid aviation enthusiast, pilot, and aircraft owner, Jim often compares Wealth Management to flying. “The key to a safe, successful trip is the careful consideration of where you are heading, the condition of the aircraft you are flying, and the ‘external factors,’ such as weather conditions and other aircraft. Wealth Management can be considered in the same light—where you are heading (your personal goals/objectives), your current financial condition, recommending a course of action for the ‘trip,’ planning for the possibility of financial ‘rough weather,’ and constant monitoring of the progress of the journey.”
Jim graduated from St. Lawrence University in 1981 with a Bachelor of Arts degree. In 1994, after a successful career in the plastics and packaging industry, Jim decided to pursue a career in Wealth Management. While working for a national estate planning firm, Jim completed the Certified Financial Planner® training course at Fairleigh Dickenson University, and was awarded the Certified Financial Planner® designation in 1999. In 2005, Jim completed the course of study to earn the Accredited Investment Fiduciary™ designation by the Center for Fiduciary Studies.
Jim is a NAPFA Registered Financial Advisor (NAPFA Advisors must be “fee-only” advisors) and is a former President of the Financial Planning Association of New Jersey.
Jim has also served as a member of the boards of Trustees of the Somerset Hills YMCA and the Fighting Children’s Cancer Foundation. In addition, Jim volunteers his time and his airplane to Patient Airlift Services (PALS)—an organization of aircraft owners and pilots who transport patients for medical care whose financial resources might otherwise prevent them from receiving such care.
Jim resides in Bedminster, NJ with his wife, Kathy, and son, Alexander.