Our Mission

Our mission is simple: We are committed to providing independent, objective advice to people from all walks of life. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible. As staunch consumer advocates and Fee-Only client fiduciaries, we continue to demonstrate our commitment to serving the public's best interests.

About Stanhouse Financial

Jim is the founder of Stanhouse Financial Planning and Management, LLC, (Stanhouse-FPM) an independent, fee-only (non-commission) Registered Investment Advisory firm in the state of Georgia. Stanhouse-FPM offers a wide range of advice focused on the needs of families and individuals from all stages and walks of life.  They provide an objective, professional viewpoint to clients’ financial questions for an up-front hourly rate, without minimum asset or income requirements.

Stanhouse-FPM does not sell financial products, nor accept commissions from mutual fund companies, brokerage firms or any third party. Thus, you can be confident that you will receive professional, objective advice that will be in your best interest.

Clients can choose to implement recommendations themselves or have Stanhouse-FPM assist with the implementation and ongoing management. The firm can work in conjunction with existing attorneys, accountants and other professional advisors, or help you focus on the important points to consider as a do-it-yourselfer.

About Jim Stanhouse, MBA

Jim completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program through Emory University and passed the rigorous two-day 10-hour CFP® Certification Examination on his first sitting. He was authorized to use the CFP® mark of distinction after completing the CFP Board of Standard’s specific experience requirements in 2012. He has also passed the Series 65 Uniform Investment Adviser Exam.

Jim is an active member of the following organizations:

  • National Association of Personal Financial Advisors (NAPFA), the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency.
  • The Garrett Planning Network, Inc., an international affiliation of fee-only financial advisors dedicated to providing independent, objective financial advice to people from all walks of life

In 1981, Jim graduated from Siena College in New York State with a BBA degree in Accounting and received a CPA certificate after working with the accounting firm, KPMG, LLP. He also holds a Masters degree in Business Administration, earned in 1985 from University of New York at Albany.

For many years Jim worked in the information technology arena with financial, human resource and employee benefit systems. His experience includes 7 years at Bellsouth in Atlanta where he supported employee benefit systems, including the conversion of a Defined Benefit Pension Plan to a Cash Balance Pension Plan system.  Immediately prior to transitioning to financial planning, he worked for 10 years as a technical manager with Emory University, where he and his team were responsible for the support and operational success of Emory’s payroll, HR, benefits and time keeping systems. His strong analytical skills are just as beneficial in financial planning as they were in information systems. While working in these roles Jim was entrusted by his employers with the confidentiality of thousands of employee’s personal financial information.

Jim is self-described as frugal and a long time, long term personal investor.  He has always enjoyed helping friends and family in financial matters and made the decision to offer his services to the public through Stanhouse Financial Planning and Management, LLC. Via the fee-only business model, Jim feels he is in the best position to help others benefit from his experience.

Jim has lived in Atlanta area for twenty five plus years. He resides with his wife and their daughter in the Lilburn - Stone Mountain area of Georgia.  When not working, he enjoys spending time with his family and three dogs, sailing, camping, and hiking. As of July 4th, 2014, Jim has completed, running or walking, his 23rd consecutive Peachtree 10K Road Race. He is an active member of the Lilburn Business Association, his local church and has also volunteered in the IRS VITA program helping to provide free income tax preparation services to low income wage earners. He and his family are active members of the Great Pyrenees Atlanta organization.

A long time fan of Clark Howard, Jim volunteers at Clark Howard's Consumer Action Center answering consumer questions on personal finance and many other topics.

Control Your Financial Future

Individuals and families come to us when they want to take charge of their financial future. This may involve a comprehensive financial plan, or just professional advice before making a major purchase or investment. Since our fees are hourly, we can accommodate any level of complexity on a complete range of issues. Check Our Services to learn more.

For additional information, service descriptions and a fee schedule, please call 404-538-0307 or email Jim directly to set up an appointment. Take this opportunity to contact Jim for a complimentary, no obligation Get-Acquainted meeting. You’ll be glad you did.