Martin James, CPA, PFS

Managing Director

Mooresville, IN

Department: Tax

Experience: Accounting since 1980.

Education: B.S. Accounting from the Indiana University School of Business (Now Kelley School of Business)

In 1986, Marty founded Martin James, CPAs and has been delivering professional outsourced tax, accounting, and financial services to the greater Indianapolis area ever since. The Martin James, CPAs team joined Modern Wealth Management in October 2023. Marty’s connection to Modern Wealth Management began through his longstanding relationships with Dean Barber and Bud Kasper via their affiliation with Ed Slott. Marty’s decision to join Modern Wealth is driven by the desire to be part of something greater, dedicated to tax and planning, and making a meaningful impact on clients’ lives.

Marty and his wife, Cindy, have two sons, one of whom works with him, Kyle James, CPA, PFS, while the other is a journeyman utility lineman. They also have six grandchildren. His faith is the cornerstone of his life, guiding all other aspects. In his free time, Marty enjoys fly fishing and is a certified fly casting instructor with Fly Fishers International, often teaching at a local Kayak/Fly Shop during the summer. He is also a volunteer with Project Healing Waters Fly Fishing, an organization introducing fly fishing to active military and disabled veterans. Marty is an active member of AICPA, Indiana Society of CPAs, and the Indianapolis Fly Casters. Notably, he’s known for defying typical CPA stereotypes.

Marty’s tax planning and accounting background, dedication to his faith, and passion for fly fishing and charitable work make him a unique and valuable addition to the Modern Wealth team.

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