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James M
CFP®, Series 66
Salmon, ID
Red Oak Capital Advisors
James Minor is a CFP®-certified financial advisor with 20 years of industry experience. He is the principal at Red Oak Capital Advisors in Salmon, Idaho, and has served as a partner at Ball & Minor CPA PA since 1998. Outside of financial advising, he is involved in real estate development and tax and accounting services through several related entities. Red Oak Capital Advisors provides investment management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach with customized portfolios that typically include bonds, ETFs, closed-end funds, and mutual funds, managing approximately $10.2 million in client assets.
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