James H. White,  CFP<sup>&reg;</sup> - Financial Advisor

James H. White, CFP®

EA, MBA

President

J H White Financial

2295 Wells Rd
Pottstown, PA 19465

J H White Financial

101 Lindenwood Dr, Suite 225
Malvern, PA 19355
FINANCIAL ADVISOR'S WEBSITE
(484) 986-2002 CONNECT WITH James
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General

James White is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at J H White Financial in Pottstown, PA and the surrounding communities.

Financial Advisor Overview

We are a financial solution provider. We help you overcome your multifaceted financial concerns. Whether it’s planning for retirement, managing taxes, saving for college, or designing an investment portfolio, we’ve got you covered on those tasks and much more. You may not need us for every financial decision that comes down the pike, but we are the go-to team that provides expert advice when you need it. We listen and understand your needs, help you solve the big problems, avoid the little ones, and have a breadth and depth of industry knowledge to put the financial puzzle pieces together for you.

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Financial Advisor Experience

J.H. White Financial has been in business for over ten years, founded through a passionate desire to provide comprehensive financial planning and wealth management strategies to individuals, families, and small businesses. Our unwavering team approach and structured processes places your family’s needs and goals as the foundation for your success.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Disaster Recovery, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes

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Helpful Financial Planning Resources