Matt James

Associate Advisor | Washington, D.C. | 703.682.1822

How do I help clients live a richer life?
I help clients live a richer life by combining my interest in personal finance with a service-oriented mindset to ensure they can live a life of fulfillment and purpose. By providing exceptional care and communication to those I serve, I help give clients peace of mind through all stages of life.

How do I align my time and money with my values and passions to Live a Richer Life?
I am a Christian/Catholic, but it is important to me that my faith is more than a stance. Faith, hope, and love should be acted on. I volunteer at a faith-based food and homeless shelter. I give to those who I can, most of the time complete strangers. I stay in touch with and pray for friends and family. Love is embodied in sacrifice, so I take it when I get the chance to.