Profile

Jim Davis, CFP®, EA

Partnership Financial LLC

Contact Details

Partnership Financial LLC
4400 N High St
Suite 201
Columbus, OH 43214
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Primary: 614.328.9319 ext 102

Bio

Jim Davis is part of an emerging ensemble practice in Columbus, OH. He joined ACP in 2007. After finishing his ACP training, Jim partnered with an existing member, JoAnne Paynter, CFP® of Partnership Financial in 2008. Having been a client of an ACP advisor since 2002, Jim understands the great value of working as a comprehensive, fee-only, ACP advisor. 

He has served on several ACP committees and is currently on the board of directors. Jim recognizes the valuable contributions of his fellow ACP members and impact it has had on Partnership Financial, LLC.

He is married to Suzanne, an RN at the Ross Heart Hospital at Ohio State University. Jim and Suzanne adopted Delaney Hu Davis from the Hubei Provence, China, in 2010 and are enjoying their elementary aged daughter. The whole family enjoys the outdoors biking, walks, swimming and visiting the metro parks around Columbus.

Professional Credentials/Designations

  • CFP®
  • EA

Serving Clients Living In

  • AZ
  • CA
  • CO
  • FL
  • IN
  • KY
  • MD
  • MN
  • MO
  • NJ
  • NM
  • NY
  • OH
  • OR
  • SC
  • TN
  • UT
  • VA
  • WA

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes