Partnership Financial LLC
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country
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.
Jim Davis is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jim Davis is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jim Davis is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Jim Davis
4400 N High St
Columbus, OH 43214