Jim Butler
CFP®, CEPA, AIF®
Managing Director, Partner
About Jim
Jim Butler has been in the financial services industry for over 30 years with experience in financial and estate planning, investment advisory, retirement planning, and exit/succession planning for business owners. Jim began his career with Merrill Lynch in Philadelphia and eventually broke off to create his own Registered Investment Advisory business. He has been a regular host of a local cable show that focuses on relevant financial and business topics.