THE FREEDOM TO SOAR
HELPING CLIENTS PREPARE FOR A BETTER FINANCIAL OUTCOME

SERVING THE GREATER JASPER, GA AREA

JAMES BARKLEY

Investment Advisor Representative

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  • jim.barkely1209@gmail.com

  • 770-519-0269

  • 35 North Main Street, Jasper GA 30143

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I was once in ministry and then became a great middle school basketball coach and then decided to give accounting a try. I also have extensive accounting experience working as a staff accountant, credit manager, and controller for many years and has served many accounting clients in his practice. Since 1979, I have been providing my clients with taxreturns as an individual practitioner as well as guidance and valuable financial solutions to meet the needs of clients at various stages of life. I founded Barkley Financial Group, Inc in 1986 and obtained my 65 license and serve as a Registered Investment Advisor. 

I am an avid Yankees, Falcons and Wisconsin Badgers fan. I love to travel to see the sights, especially Las Vegas and the Bahamas. 

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OUR SERVICES
Public Sector Investor

In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.

Financial Planning

Wealth Management Picture

We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.

Wealth Management

Public Sector Investor

We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.

Retirement Planning

Legacy Planning Picture

We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.

Legacy Planning

Tax Planning Picture

We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.

Tax Planning

Insurance Picture

We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.

Insurance

RISK NUMBER

Get your Risk Number!

To get a reward, investors must be willing to accept some risk. That is the fundamental trade-off of investing; risk is involved with almost any investment.  Watch a short video to learn how powerful knowing your Risk Number can be. It takes five minutes and will help you manage your risk throughout your life. 

FIDUCIARYSHIELD™
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