The James Group
Our team brings together decades of experience and a multigenerational perspective to help individuals and families make confident financial decisions. With over 30 years of service through Merrill, our practice is grounded in long‑standing relationships, disciplined guidance, and a commitment to doing what’s right for our clients. For many, we’ve been a trusted partner through multiple stages of life—helping navigate change, plan for the future, and adapt as goals evolve.
At the same time, we pair this experience with a modern, personal approach to advising. We believe successful financial planning starts with listening and understanding what matters most to each client. By combining thoughtful strategy with clear communication and ongoing support, we strive to simplify complexity and deliver guidance that feels approachable, relevant, and tailored—not one‑size‑fits‑all.
As lifelong members of the Sonoma County community, we take pride in serving the people who live and work here. Our local roots allow us to better understand our clients’ lives, values, and priorities. Whether working with individuals, families, or multiple generations, our mission is to build lasting relationships and provide steady guidance—today and for years to come.
Communication is instrumental to managing life's challenges. That's why we work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. We can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
