James Investment

James Investment At James, we specialize in prioritizing and achieving financial goals at every life stage. Let us

06/23/2026

If college is part of your family's future, a 529 plan is one of the smartest ways to prepare, and the earlier you start, the more it can work in your favor.

To every father and father figure in our community, thank you for everything you do. Wishing you a relaxing and well-des...
06/21/2026

To every father and father figure in our community, thank you for everything you do. Wishing you a relaxing and well-deserved Father's Day from all of us at James Investment.

Today we recognize Juneteenth, a meaningful day in American history. Wishing everyone a reflective and peaceful Freedom ...
06/19/2026

Today we recognize Juneteenth, a meaningful day in American history. Wishing everyone a reflective and peaceful Freedom Day.

You have spent years building your wealth. One serious lawsuit could put a significant portion of it at risk. Our latest...
06/16/2026

You have spent years building your wealth. One serious lawsuit could put a significant portion of it at risk. Our latest Smart Strategies post explains how an umbrella policy works and why financially successful families should take a closer look at their coverage. https://hubs.ly/Q04kzFmb0

06/11/2026

Liability is one of those risks that feels abstract until it isn't. As your assets grow, so does your exposure. Making sure your coverage keeps up is a simple but important part of protecting your financial picture.

The Ohio CollegeAdvantage 529 plan offers more flexibility than most people realize, including a $4,000 state tax deduct...
06/09/2026

The Ohio CollegeAdvantage 529 plan offers more flexibility than most people realize, including a $4,000 state tax deduction and superfunding options for grandparents. Saving for a child's education? It may be worth a closer look.

06/04/2026

At the center of every financial relationship is trust. Our firm's values guide how we serve clients, evaluate opportunities, and make decisions. These principles have shaped our approach for decades and continue to guide us today. https://hubs.ly/Q04fQsXM0

Record earnings, a market carried by few names, and everything you need to know about Trump Accounts before July 4th. Ou...
06/02/2026

Record earnings, a market carried by few names, and everything you need to know about Trump Accounts before July 4th. Our June Market Commentary is out now: https://hubs.ly/Q04jLdrB0

Your will tells people what to do. A letter of instruction tells them how. It is one of the most overlooked pieces of a ...
06/01/2026

Your will tells people what to do. A letter of instruction tells them how. It is one of the most overlooked pieces of a complete estate plan. Our latest post breaks it down. https://hubs.ly/Q04hFM7M0

05/29/2026

We have some exciting news to share. Our team officially broke ground on our future Minster location!!!
We’re incredibly grateful for the warm welcome we’ve already received from the community and excited to continue building relationships with local families, individuals, and businesses for years to come. We’ll be sharing building updates & community event invites, so be sure to follow along as we build! https://hubs.ly/Q04jpQRZ0

Address

1349 Fairground Road
Xenia, OH
45385

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19374267640

Website

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