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William "Bud" James MBA, CLU®, ChFC®, AIF®, CFP®

William "Bud" James MBA, CLU®, ChFC®, AIF®, CFP®

Managing Director

William "Bud" James works with individuals and business owners who struggle to get their arms around all of the key financial planning issues facing them now and in the future – from retirement planning, investments, insurance and more. 

Utilizing a comprehensive planning process, Bud works in conjunction with his client's other advisors to implement the latest strategies designed to help clients work towards their objectives to optimize results and give them valuable financial well-being.

Retirement income planning has become the critical theme for older individuals. We use a specialized planning tools to help our clients get prepared and make more informed decisions for their financial futures.

Bud is an adjunct professor for the graduate program at Delaware Valley College, Doylestown, PA. He is also an avid fine art and travel photographer and lecturer on related topics.

Although Bud works primarily out of the Doylestown office, he also meets clients in our other offices or their homes or businesses, as necessary.



Temple University - Bachelor of Business Administration - Summa Cum Laude - President’s Scholar

Saint Joseph’s University - Master of Business Administration - Finance


Professional Designations, Affiliations, Licenses and Registrations


Chartered Life Underwriter (CLU)

Chartered Financial Consultant (ChFC)

Accredited Investment Fiduciary (AIF®)

Financial Planning Association

Series 6, 7 and 63 Securities Registrations

Investment Adviser Representative of Commonwealth Financial Network

Life, Health, Accident and Property and Casualty Insurance Licenses


Personal Interests

Family, Travel, Bicycling, Skiing, Technology

Travel and Fine Art Photography - Bud James Photography

Martial Arts - Master 5th Degree Black Belt - Certified Instructor 

Mercer Museum Rainmakers

Michener Museum Corporate Business Partners

Central Bucks Chamber of Commerce