Yellowstone Wealth Advisors - Houston (TX)

5 /5 Christina Magri: James is exactly what I had been looking for in a financial advisor and coach. He took the time to listen to my financial goals and anxieties, and then provided me with a comprehensive financial plan that I feel confident about. James has given me peace of mind by breaking down an overwhelming situation and making it feel manageable. He is empathetic and genuinely cares about helping his clients. James is highly qualified, responsive, and efficient. It has been an absolute blessing working with him and I would recommend him to anyone.

5 /5 Laura Summerhill: I cant recommend Jim enough! As a fiduciary, he truly has his clients best interests at heart, and it shows. And as a behavioral psychiatrist he is well versed in changing unhelpful habits. Jim took the time to explain complex financial topics in a way thats easy to understand, and made me feel empowered and confident in my financial decisions. He is warm and friendly and I never felt judged—only supported. If youre looking for a knowledgeable, trustworthy, and compassionate financial counselor, look no further than Yellowstone Wealth Advisors!

5 /5 Jarred Pruitt: James has been an absolute blessing to me. I needed a lot of financial advice but more than anything, I needed guidance and direction. I often tell folks that he is more of a financial therapist than an advisor. 10/10, and I recommend to everyone!

5 /5 Shianne Perkins: I cannot recommend Yellowstone Wealth Advisors highly enough. Working with Jim has been an extremely transformative experience for me. When I first reached out, I felt completely overwhelmed and defeated by my financial situation. From the beginning, Jim created a nonjudgemental space where I could share my struggles openly. He listened with genuine compassion and never made me feel ashamed of where I was at. Jim helped me create a realistic debt repayment strategy and provided me with extremely insightful educational materials that helped me better understand money management and the emotional decisions that influence it. If you are struggling with financial confidence, Yellowstone Wralth Advisors is the place for you.

5 /5 Mike Goddard: In the midst of high fears and unable to move left or right to ensure the future of my business; Jim has come in at a crucial time to help me see options and moves I never could have seen. I’m grateful for Jims limitless resources and injecting positive coaching when I’ve felt alone the most. A million thanks to Jim and his associates at Yellowstone Wealth Advisors.