Helping you to develop a plan to achieve the life you desire.
Who are we?
The Joppa Mill Advisors difference.
Joppa Mill Advisors Ltd. is 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.
We want our clients to have the confidence to make the most out of their lives. We help them focus on what they can control, while planning for whatever their "next chapter" may hold.
As an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free.
Investing for one's future is fraught with uncertainty; however, there are things we can control and those we cannot. The Comfort Zone aids us in preparing for the "givens" and knowing when something needs to be addressed
Striving to achieve “intentional outcomes” is a hallmark of our goals-based planning and investment management process. Utilizing cost-effective and tax-efficient investment strategies designed with each client’s objectives in mind is a more consistent and predictable approach than chasing the latest market trend.
Client portfolios are developed in a “Core” and “Satellite” model typically using low-cost Exchange Traded Funds [“ETFs”] for core market exposure in highly efficient sectors of the market. This is augmented with sector-specific ETFs or actively managed strategies that are intended to add alpha from thematic opportunities and less-efficient sectors of the market where active management can add value.
However, life is dynamic! Monitoring and maintaining the alignment between our clients’ goals and financial resources as circumstances, markets and objectives (both the expected and the un-expected) evolve with time, is essential. Consequently, investment and planning insights are augmented with a commitment to superior client service.
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.
