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James (Jim) Hendries, CEPA®

James (Jim) Hendries, CEPA®

Jim is qualified to help you; and as an independent financial services firm located in Orange County, backed by the strength of LPL Financial, he creates professional, customized financial plans to help build, preserve, and transfer clients’ wealth. Jim is committed to building Hendries Wealth Management to simplify and organize his clients’ financial lives.

Jim will personally take care of you, provide customized financial reviews, and proactively watch over your investments through all the stages of retirement and pre-retirement. Jim is just as interested in your well-being as a person, as he is in your financial health.

We are committed to helping business owners and individuals continue their legacy. As a CEPA professional, Jim helps business owners in all phases to build, grow, protect, or exit their business successfully.

He and his wife Jill, have 3 children; Cooper, Carter, and Avery. Jim spends most of his free time with his family. Being raised in Orange County, Jim loves the southern California lifestyle of sun, sand, and skiing.