Jim Davis| CFP®, EA
Partnership Financial LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Analysis
- Planning for Business Owners
- Cash Flow and Budgeting
- Middle Income Client Needs
- High Net-Worth Clients
- Tax Planning and Preparation
Columbus, OH 43214
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Jim is also a proud member of the Alliance of Cambridge Advisors (ACA). Having been a client of a Cambridge Advisor since 2002, Jim understands the great value of working as a comprehensive, fee-only ACA Advisor.
Jim has received extensive training in all areas of personal financial planning through the Ohio State University and specialized training in financial planning techniques through the Alliance of Cambridge Advisors. Jim earned a B.S. in Marketing from Franklin University in 1992. He passed the rigorous CFP® exam in 2007 became a CFP® in 2011. Also in 2011 Jim became an Enrolled Agent (EA) which allows him to represent clients before the IRS. He is a member of NAPFA (national organization of fee-only financial planners) and the National Association of Tax Preparers.Jim works primarily in the Clintonville office. He is married to Suzanne, an RN at the Ross Heart Hospital at OSU. Jim and Suzanne adopted Delaney Hu Davis from the Hubei Provence, China, in 2010 and are enjoying their active kindergarten daughter. The whole family enjoys the outdoors biking, going to the park, swimming and hiking.
Partnership Financial LLC is different.
We do not accept commissions or any outside compensation. Our clients pay us directly so we can focus exclusively on finding the best solutions for their needs. Being fee only means we can give clients objective advice, not a sales pitch.
Your financial life is bigger than Wall Street so at Partnership Financial we look beyond stocks and bonds because your financial needs are so much greater.
We offer guidance in:
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We aim to be your ‘go-to guys’ anytime money matters affect your life. Furthermore, since we offer such a wide range of services, we can coordinate all financial aspects of your life so they work together to help you achieve your dreams.
Together we craft a plan to meet your unique needs and goals. After all, a financial plan is worthless unless it is a personal plan. That is why we take the time to get to know you and your needs. And it is also why we take the time to educate you so you can better understand what is happening with your money.
Partnership Financial currently works with clients across the country.