We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

A Straightforward Approach to Providing Financial Solutions

With more than 9 years of experience in the financial services industry, James Hundley advises clients on a broad range of investment and planning strategies. As Financial Consultant, located in Nashville, TN he focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. Blending integrity, hard work, and a willingness to listen to each client like he or she is the only investor in the world. James uses a hands-on approach when working with clients, meeting with each of them on a regular basis to help ensure that their investments remain suitable for their objectives throughout ever changing personal and market conditions.

If you don’t know where you are going, you will probably end up somewhere else.” Laurence Peter


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.