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Kyle James | Financial Advisor

Profile img for Kyle James, financial advisor at Modern Wealth Management
Mooresville, IN
Kyle James
Financial Advisor
Managing Director at
Modern Wealth Management

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Born and raised in Indianapolis, Spent four years at Indiana University studying accounting and finance. My first job out of college was with a regional CPA firm, with ultra high net worth client base. After a few years I felt I could be doing more by taking my knowledge of the ultra high net worth and providing that same experience to the average working class family. Where people really do need a financial and tax plan to ensure they can live the retirement life they want to live without worry. So, I then joined the family practice, founded in 1986 and have been serving the local working class community ever since. I am married with 3 kids and live on a small farm. My wife's hobby farm. We have more chickens than I can count, 5 cows, 4 goats, 2 dogs and 1 wobble cat(I encourage you to youtube what a wobble cat is...it will be the funniest thing you see all day). When I am not doing farm chores, we enjoy beach vacations training jiu jitsu and deer hunting.
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Specialties and Expertise

5
High Net Worth Planning
Retirement Income
Tax Minimization Investment Strategies
Tax Preparation
Wealth Accumulation and Preservation Strategies

Clientele

8
Business Owners
Entrepreneurs
Healthcare Workers
High Net Worth Individuals
Nurses
Real Estate Agents
Retirees
Teachers

Credentials and Designations

2
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Certified Public Accountant

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Personal Financial Specialist®

Education

1
Indiana UniversityAccounting and FinanceYear Obtained: 2005

Job History

1
Martin James Investment & Tax ManagementCPA/Advisor2010-Present
Quick Facts About Kyle
Years of Experience:19 yearsMember since:2025Number of clients:300

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Financial Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Mooresville, IN
Kyle James
Financial Advisor
Managing Director at
Modern Wealth Management
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Advisor Disclosure
Under applicable SEC rules, AdvisorFinder may be considered a paid, non-client endorser or promoter of Modern Wealth Management, LLC (“MWM”). MWM pays an upfront periodic subscription fee for a presence on AdvisorFinder’s platform, creating a material conflict of interest. AdvisorFinder’s annual fee is $8,000 and is payable, regardless of whether you or any other person become a client of MWM. These fees are not passed on to you. You can choose other investment firms and are not obligated to work with MWM. If you hire MWM, you will enter into an agreement directly with us. AdvisorFinder is not affiliated with MWM and cannot provide investment advice or bind MWM. An agreement with MWM only becomes effective upon our acceptance.
Profile last updated: 02-13-2025