whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-
Questions? Need help?
Book a Concierge!
Concierge plug ana
Cropped james dwyer profile pic

James Dwyer

AIF®, CFP®
Providus Advisors
Chandler, Arizona
Helping you achieve and maintain financial independence.

Meet James

620419030 200x150
Introduction - James Dwyer
620419352 200x150
How We Help You - James Dwyer
Video Transcripts

James has worked in the financial services industry for over 15 years and earned his Bachelor of Science degree in Finance from Arizona State University in 1999.

Prior to founding Providus Advisors, James was a Vice President with Merrill Lynch and it’s predecessor Banc of America Investments.

Always striving to improve, and wanting to better assist clients in all aspects of their financial affairs, he earned his Certified Financial Planner…

James has worked in the financial services industry for over 15 years and earned his Bachelor of Science degree in Finance from Arizona State University in 1999.

Prior to founding Providus Advisors, James was a Vice President with Merrill Lynch and it’s predecessor Banc of America Investments.

Always striving to improve, and wanting to better assist clients in all aspects of their financial affairs, he earned his Certified Financial Planner (CFP®) designation in 2006. To earn a CFP® designation, one must meet rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

In 2013, James achieved the Accredited Investment Fiduciary (AIF®) designation. An AIF Designee has acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike. An AIF designation represents that person’s knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice.

Originally from the Midwest, James has lived in Arizona since 1982 and resides in Phoenix. In his free time, James enjoys spending time with his family, traveling, reading, hiking, and following his beloved St. Louis Cardinals.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
Estate planning

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
AIF® - Accredited Investment Fiduciary®

Memberships

FPA - Financial Planning Association

Education

Bachelors
Spinner Loading...