James Bishop

Financial Advisor

Contact Me
James Bishop


Excellence in family wealth planning for your family’s unique goals

My Story and Services

My Story

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Access to Private Banking >

Services Include

  • Wealth Management
  • Sustainable Investing
  • Structured Settlement Annuities
  • 401(k) Rollovers
  • Wealth Consulting
  • Alternative Investments
  • Business Planning
  • Business Succession Planning
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Estate Planning Strategies
  • Executive Benefit Services
  • Financial Planning
  • Foreign Exchange
  • Institutional Services
  • Life Insurance
  • Long Term Care Insurance
  • Philanthropic Services
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Qualified Plans
  • Qualified Retirement Plans
  • Retirement Planning
  • Annuities

Securities Agent: CA, FL, MD, OH; General Securities Representative; Investment Advisor Representative

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Community Involvement

Community Involvement

I am a member of Columbus Rotary (often called Downtown Rotary) - I am an active member because together we can make a difference. Every year I take dictionary’s to third graders at Moler Elementary to in a hope to make a difference, one child at a time.  I do currently serve on the board, the Foundations’ Investment Committee and in areas of Work Force Development because everyone needs to work. This is some of the work we do here in Columbus; I haven't touched on building water wells in Ethiopia or ending Polio everywhere in the world.

The entire Rotary essence statement is "Rotary Joins Leaders from all continents, cultures and occupations to Exchange Ideas and Take Action for communities around the world."

I serve on the Advisory Board for the Conway Center for Family Business – The Conway Center is a 501c3 that recognizes excellence in family business. I am passionate about working with family owned businesses and helping them work through not just the finances of multigenerational ownership but also the transitions of leadership and the dynamics of working every day with family. The center provides educational programs and resources to support the growth and success of family owned businesses. The statistics of family businesses making it to the third generation in the US are low, but the work we do at the Conway helps give them a chance.

Serving on the Advisory Board of Nationwide Children's Hospital Foundation has given me insight and a few tears along with great optimism - Nationwide Children’s Hospital Foundation is part of what puts Columbus Ohio on the map as leaders in technology, innovation and health care. The foundation seeks to build philanthropic partnerships with individuals, corporations and organizations to advance the hospital’s programs of patient care, advocacy, research, education and service now and in the future. There are many ways for individuals to support the mission and vision of Nationwide Children’s Hospital with a gift arrangement that fulfills their charitable goals, provides tax savings or life income.



  • 41 South High St Suite 2700
  • Columbus, OH 43215


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact James Bishop today.

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