Jim Stiles is celebrated for his ability to empower clients in confidently managing their financial affairs, backed by 25 years of experience. Born in Kansas City, Missouri, and deeply influenced by a significant day spent in New Haven, in 1999 (a memorable meal at the now-closed Irene’s Cafe), Jim moved to New Haven in 1999 without knowing anyone in town, cultivating trust and relationships in the community. His journey reflects a blend of small-town values and experience.

Embarking on his financial career by establishing a new foundation, building his business from the ground up, Jim skillfully crafted an advisory practice that showcases his experience and dedication to his clients. His approach is marked by simplicity in explaining complex investment concepts, making financial advice accessible. As a committed member of the New Haven community, Jim actively participates in the NH Chamber of Commerce, Lions Club, and Knights of Columbus, further solidifying his bond with the locals.

Beyond his professional endeavors, Jim’s personal life reflects his deep commitment to family and showcases his wide array of interests. As a father to a daughter, a fellow financial advisor and son, a Marine veteran pursuing higher education, Jim places great importance on family time.

. Education and Credentials:

• University of Missouri, School of Journalism, BS in Advertising, 1987

Personal Life and Interests:

• Proud father of two children, a daughter and son and grandfather to 4 grandchildren
• Enjoys: golfing, turkey hunting, extensive travel, reading, and spending time on his farm. But especially time with his kids and grandkids. 
• Favorite investment quote “Buy your straw hats in the wintertime.”