Joppa Mill Advisors Ltd.

we strive to help our clients achieve "intentional outcomes" in their financial planning. joppa mill advisors ltd. represents the culmination of james’ experience as a financial advisor with merrill lynch and a successful and rewarding thirty-five year career on wall street in institutional asset management and capital markets. drawing on decades of financial markets experience, james provides his clients with a disciplined, goals-based decision-making framework to help them align their personal assets with their financial objectives. as an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free. weathcare's gdx 360 powers a comprehensive planning tool to help us identify each client's "comfort zone" for funding future financial goals.