Matt James

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 service and communication to those I serve, I strive to give clients peace of mind, regardless of their stage of life.

How do I align my time and money with my values and passions to Live a Richer Life®?
My Christian faith is the foundation of who I am, and it reinforces my worldview that love, service, and respect are paramount. I volunteer and participate in a variety of faith-based organizations and events that allow me to live that perspective to the fullest. For free time, I enjoy volleyball and sailing in the summer and enjoy the mountains and hiking in the fall. Throughout the year, I dedicate quality time to friends and family, and often enjoy local areas in Northern Virginia and Washington, D.C.