About James McLoughlin

With a deep commitment to helping individuals and families make confident financial decisions, James McLoughlin brings more than 30 years of experience in comprehensive wealth planning, investment management, and retirement strategy. His practice is built around clarity, trust, and a personalized approach that reflects the unique goals of each client he serves.

James specializes in working with high-net-worth individuals, business owners, physicians, and retirees, guiding them through complex financial decisions with an emphasis on tax efficiency, income planning, and legacy preservation. Known for his thoughtful guidance and unwavering dedication, James takes pride in building long-lasting relationships rooted in transparency and education.

Whether helping a client navigate a business exit, reduce unnecessary tax exposure, or create a plan for future generations, James works diligently to ensure every strategy is customized to meet their long-term goals.

He is affiliated with Raymond James, one of the nation’s premier financial services firms, known for its commitment to putting clients first and supporting advisors with world-class resources and independent thinking.