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James H

CFP®, Series 63

Raymore, MO

Pillar Financial Planning

James Hargrave is a CFP® with six years of industry experience, currently serving as the sole advisor at Pillar Financial Planning. His prior experience includes roles at My Financial Coach and LearnLux, where he provides financial wellness coaching to employees through digital tools and personalized education. Pillar Financial Planning is an independent, fee-only fiduciary adviser that offers financial planning and discretionary investment management to individuals and small businesses without requiring a minimum investable-asset threshold. The firm emphasizes long-term, passive portfolios based on Modern Portfolio Theory and provides tailored planning options, including services designed for young physicians and business owners.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional Founder/Business Owner Young Professionals
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