Who We Are

Our Clients

We consider ourselves fortunate to have “best-in-class” clients, people whose lives are rich with strong family values, a great moral compass, worldly experiences, a love of humor, and overall kindness.

We treat our clients as if they were members of an exclusive club, and the pride we take in their families and their lives is why we’ve always chosen to be a referral-only business. Limiting new “members” to those who are near and dear to existing clients helps us ensure a pure and personal experience on both sides of the table.

Our Approach

Our client-centric approach means that all of us at James N. Ball & Company will become deeply engaged in your life, making us more accessible and more responsive.

Most of your direct contact will be with members of our executive team, but anyone with whom you speak will be attuned to your current needs and will have access to your detailed historical notes. This allows any one of us to either help you ourselves or pull in the necessary resources to provide whatever service you need as quickly as possible.

Our History

With more than 30 years in the industry, we at James N. Ball & Company have helped clients through countless experiences, from the routine to the extraordinary, and we’ve gained tremendous perspective from it. We maintain a strong focus on continuous education, ensuring that our skills and perspectives are always on the cutting edge. There is no challenge too big for us to tackle yet no need so small that we won’t gladly lend a hand. We’re a team of friends, life coaches, confidants, and wealth managers at your fingertips. Whatever it is you’re going through, there is sure to be someone on our team or in our network who can directly relate to and provide you with caring and engaged guidance.