James Beville III, CFP®, CPWA® has worked in the financial industry since 1999. Jim has a passion for making a difference and helping people live fulfilling lives. His strength is in partnering with people to help them create financial plans and investment strategies that are based on timeless principles of wealth management so they can concentrate on what is most important to them. Jim has forged great relationships with his clients and has earned their trust and respect.
Jim graduated with a Bachelor of Science degree in Accounting from Gordon College in Wenham, MA and is a Certified Financial Planner™.
Jim and his wife live in Hamilton, MA with their three daughters. Jim is active in leadership at his church and serves on the advisory board of La Vida Outdoor Education at Gordon College. He enjoys surfing, running marathons, hiking, skiing and many other outdoor sports. He loves incorporating the outdoors with his love for family and friends.