James D. Maher

James D. Maher, an attorney and CPA, holds a bachelor’s degree and a law degree from the University of Missouri – Columbia. He is the CEO and Founder of Archford, who was named on the Inc. 5000 list of the fastest-growing private companies in America in 2022. Believing that the most important asset for the business owner is the employees themselves, James has brought together an exceptional team of advisors. James has earned seven certifications and designations including CFP - Certified Financial Planner along with his advanced degree. These designations help him to efficiently design and implement both financial and tax-advantaged plans. He also created a consulting division to assist business owners with a wide range of solutions for business continuation or succession planning. As a Certified Exit Plan Advisor (CEPA®), he helps closely held family businesses and business owners in transition. As an award-winning, nationally recognized authority in estate planning, business transition, and philanthropy, he is a sought-after trainer and speaker. In 2024, James was named the Vistage Lifetime Achievement Award winner. He is a member of the Missouri Bar, the National Center for Employee Ownership, Vistage, and the St. Louis Titan 100 Hall of Fame. Currently, he serves as a member of the St. Louis Chapter – Exit Planning Institute and the Leadership Council of Southwestern Illinois. In 2009, James was named "Donor Advisor of the Year" by Leave a Legacy, Planned Giving Counsel, and The Greater St. Louis Community Foundation. James and wife Jenny have four adult boys. Together, they enjoy giving back to the community through philanthropy and traveling. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services offered through Archford Capital Strategies, LLC a SEC Registered Investment Advisor. Archford Capital Strategies, LLC is a separate entity from Valmark Securities, Inc. Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.