James Ayers As a wealth planner, James is dedicated to serving the investment and financial needs of his clients by an objective financial planning approach using a wide variety of products and services. His goal is to build long-lasting relationships formed around trust and honest communication. Combining professional expertise with sensitivity, James helps clients work towards their financial objectives.James has experience in Retirement Planning, Wealth Management, Advanced Estate Planning, Tax Management, Education Planning, and Qualified Plans. James holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 registrations through LPL Financial.James, his wife Beth and their children Eli and Saige, live in southern New Hampshire, where they are both actively involved in their community and church. James enjoys all sports, especially football and soccer.