Coffman James B CPA Cfp Cfa

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At AAMC, our mission is to bring clarity to complex financial situations to promote the achievement of our clients goals. We serve as the conduit for objective advice for our clients and our community by assembling teams of professionals with an unparalleled depth and breadth of experience. We intend to be retained for life and will work to remain a relevant member of our clients lives as the catalyst between their goals and their wealth.
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What We Believe In
Stewardshipwe are entrusted with the management of resources that have taken hard work to create and we take that responsibility very seriously. We are dedicated to being a good corporate citizen and focus our talents in areas where we can best serve the needs of our community.
Integritywe recognize we are only as good as the wisdom we offer and we will share the truth in all situations as a fiduciary. We see our influence in the lives of our clients directly related to the honor they bestow upon us.
Persistencewe understand that our role is to be a catalyst for positive change in the lives of our clients. We accept the role of creating continual connections with clients that stimulate progress.
Service Excellencewe deliver an experience that affirms the initial decision to engage our firm through innovative problem solving and tailor-made attention. We serve only our clients, and hold our independence as a key ingredient to delighting them.
Collaborationwe acknowledge that complex financial situations require a depth and breadth of experience beyond one person. We assemble teams of varied professionals to stay ahead of the needs of our clients.
Accountabilitywe believe that our clients depend on us to implement solutions so they continue to make progress towards their goals. We actively participate in the relationship to enhance the client experience and ensure their requests are fulfilled.