A Healthy Financial Plan

James Roberts has made a name for himself in the business world designing effective and efficient exit and succession planning strategies for businesses of varying size and industry. As a trained Exit Planner, James brings both the learned skills and experience to teach business owners contemplating their exit what opportunities and risks exist relating to their stated precision objectives.  Learning from others mistakes, James is able to steer clients away from trouble and towards smooth seas while they make the single most critical financial decision of their lives. 

James is a CERTIFIED FINANCIAL PLANNER and a Certified Exit Planner.  James graduated from the University of Maryland at College Park with a degree in Communications.  He uses those skills everyday to ensure clients receive a plan that they can both understand and implement at each step.  

James is the proud husband to Carrie and proud father of Landon, Bentley & Hudson.  James' hobbies include charitable fundraising, basketball, snowboarding, cycling, swimming, and meeting and speaking with other entrepreneurs.