Bachelor of Arts

James Graves - Financial Advisor in Chester Springs, PA | WiserAdvisor.com

Joppa Mill Advisors Ltd. represents the culmination of James' experience as a Financial Advisor with Merrill Lynch and a successful and rewarding thirty-five year career on Wall Street in institutional asset management and capital markets. Drawing on decades of financial markets experience, James provides his clients with a disciplined, goals-based decision-making framework to help them align their personal assets with their financial objectives. As an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free.

Joppa Mill Advisors Ltd.

We provide a comprehensive integration of Goals, Timeframe and Risk Tolerance.

Beginning with the Client's overall objectives and time frame, we develop a strategic asset allocation that is consistent with the Client's "Risk Number".  Portfolios typically consist of core ETF positions augmented by tactical "satellite" positions in thematic growth opportunities.  Alternative investments, such as commodity exposures and fixed income are used to balance volatility and hedge inflation risks.

Drawing on decades of financial markets experience, James provides his clients with a disciplined, goals-based decision-making framework to help them align their personal assets with their financial objectives. As an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free.

We typically use 529 funds for clients' education funding requirements.

Proprietary software from Riskalyze is used to quantify the reward/risk profile of the client.  Portfolios are designed to be consistent with the specified degree of risk.

James Graves

Joppa Mill Advisors Ltd.

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