Joppa Mill Advisors Ltd.
Helping you prepare for what comes next...
Joppa Mill Advisors Ltd. is an independent, fee-only boutique investment advisory firm in Chester Springs, PA.
Our mission is simple: We help our clients articulate their financial goals, develop a "roadmap" and provide professional investment advice consistent with their intentions.
As an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free.
Investment advice offered through Wealthcare Advisory Partners LLC dba Joppa Mill Advisors LTD.
Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.
James began his career at Bankers Trust Company as a commercial lending officer before transitioning to BTCo.’s trading desk where he was an institutional bond salesman and subsequently underwrote and traded Federal Agency bonds such as Federal Farm Credit Bank, FNMA and Federal Home Loan Bank bonds. Decamping from New York, James held senior positions with Wilmington Trust Company, T. Rowe Price, Acadian Asset Management, Zurich Capital Markets and Morgan Stanley before joining Merrill Lynch. In addition to holding the preeminent industry designation as a Certified Financial Planner®, James holds degrees from Trinity College in Hartford CT (B.A. English/Political Science) and New York University Stern School of Business (M.B.A.). Originally from Wilmington, DE, he has two grown children, two grandchildren and lives in Chester Springs, PA.