Martin James, CPAs Join the Modern Wealth Team

By Modern Wealth Management

October 16, 2023

Martin James, CPA Joins the Modern Wealth Team

It’s an exciting new step for Martin James, CPAs, as they join the Modern Wealth Management team.

When it comes to money matters, experience counts. Martin James, CPA, our new Managing Director at Modern Wealth Management, brings 37 years of financial wisdom to the table. Marty’s journey began at Indiana University School of Business, where he pursued a Bachelor of Science in Accounting.

Starting back in May 1980, Marty got his feet wet at Coopers & Lybrand before making a pit stop at a smaller CPA firm and having a brief gig with Northwestern Mutual Life. In 1986, Marty decided to embark on his entrepreneurial journey by founding Martin James, CPAs. Martin James, CPAs focused on delivering professional tax, accounting, and financial  services. They provided expertise in integrated investment, tax saving strategies, and asset protection strategies to individuals and closely-held businesses.

So, how did Marty connect with Modern Wealth Management?

It’s all about the power of long-term relationships. Marty has known Dean Barber and Bud Kasper for nearly two decades through their shared work with Ed Slott. That connection led him and his team to join our team today.

What’s driving Marty to join Modern Wealth Management?

It’s all about the opportunity to make a significant impact on the lives of our clients by focusing on tax and financial planning, providing a holistic approach to managing wealth.

“Joining Modern Wealth provides us the opportunity to be part of something bigger that is focused on tax, planning, and making a meaningful beneficial impact in our clients’ lives. I’m excited to have the opportunity to be able to focus more on our clients.” – Marty James, CPA

Marty takes the reins as a Managing Director on October 16th, 2023. In this role, he’s steering the ship at the Indianapolis office, overseeing tax and financial planning, ensuring our clients get the best service in the game.

Marty James and his team bring a boatload of experience and a relatable, friendly vibe to Modern Wealth Management. He’s been told he doesn’t act like a typical CPA! We’re thrilled to have him on board and can’t wait to see where he’ll take us.

Learn more about our team in Mooresville, Indiana here.

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Investment advisory services offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.