Jim Davis
CFP®, EA
Partnership Financial LLC
Partner | Senior Advisor | CCO
Jim Davis
CFP®, EA
Partnership Financial LLC
Partner | Senior Advisor | CCO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jim Davis, CFP®, EA
Fee-Only financial planner located in Columbus, OH, serving clients locally and across the country
Jim Davis is a proud member of the Alliance of Comprehensive Planners (ACP). Having been a client of an ACP advisor since 2002, Jim understands the great value of working as a comprehensive, fee-only ACP Advisor. He became a partner in Partnership Financial in 2008.
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 Comprehensive Planners. Jim earned a B.S. in Marketing from Franklin University in 1992. He passed the rigorous CFP® exam in 2007 and 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 serves on the board of directors for ACP.
Jim lives in the Clintonville neighborhood of Columbus. 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 elementary school aged daughter. The whole family enjoys the outdoors – biking, going to the park, swimming and neighborhood walks with the family dog. Jim serves on the board of directors for the Central Ohio Families with Children from China organization and on various church committees.
Jim Davis is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Fee-only
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.
Holistic
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.
Personal
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.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jim Davis is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jim Davis is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
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Jim Davis is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Jim Davis is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Jim Davis is a Member of the National Association of Tax Professionals (NATP)The National Association of Tax Professionals (NATP) believes that all taxpayers should be supported by caring and well-educated tax professionals. NATP members are industry leaders who hold an exceptional understanding of how to apply the federal tax code to their clients’ unique situations.
Contact Jim Davis
Office Locations:
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4400 North High St
Suite 412
Columbus, OH 43214
