James C. Sexton III, CFP®, CFS
Fiduciary Financial Advisors Serving Northeast Ohio | Fee-Only
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Serving Clients Nationwide
Fiduciary Financial Advisors Serving Northeast Ohio | Fee-Only
Areas of Focus
- Education Funding
- Estate Planning
- Investment Management
- Retirement Planning
- Social Security
- Tax-Smart Distribution Planning
- Taxes
About James C. Sexton III, CFP®, CFS
Hi, I'm Jim.At Western Reserve Capital Management, LLC, I help individuals, families, and businesses achieve their financial goals through comprehensive financial planning and investment management.
After nearly three decades in this industry, I've learned that good financial planning isn't about predicting the future, it's about preparing for it. My job is to help you make sound decisions today that give you flexibility and confidence tomorrow.
Expertise and Experience
With over 28 years of experience in the financial industry, I've seen multiple market cycles, tax law changes, and economic shifts. This perspective helps me guide clients through both opportunities and challenges with a steady hand.
I've worked with clients across every stage of life—from young professionals just starting out to retirees managing their legacy. Each phase brings unique questions and concerns, and I'm passionate about helping people navigate these transitions with clarity and purpose.
Fee-Only Fiduciary
As a fee-only financial advisor, I'm paid directly by my clients, never through commissions or product sales. I'm a fiduciary, which means I'm legally and ethically bound to put your interests first. I take the time to understand your unique situation, goals, and values, then develop personalized strategies designed to give you financial peace of mind.
Professional Credentials and Education
I hold degrees in Economics and English from The University of Akron. The combination might seem unusual, but I've found that effective financial planning requires both analytical rigor and clear communication, understanding the numbers and explaining them in ways that actually make sense.
I'm a CERTIFIED FINANCIAL PLANNER™ professional and Certified Fund Specialist, credentials that reflect my commitment to comprehensive planning and ongoing education. The financial world evolves constantly, and staying current isn't optional—it's essential to serving my clients well.
Community Involvement
I've had the privilege of serving on the Board of Directors for the Hudson Library and Historical Society, giving back to a community that has given so much to my family and me.
I'm also a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), and Fee-Only Network. These organizations connect me with thought leaders in the industry and help ensure I'm always bringing the latest insights and best practices to my clients.
Let's Connect
If you're looking for a financial partner with the experience to anticipate challenges, the expertise to craft solutions, and the commitment to always put your interests first, I'd welcome the opportunity to talk.
Let's discuss where you are today, where you want to be tomorrow, and how we can build a plan to get you there with confidence.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Fund Specialist (CFS)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- Financial Planning Association
Primary Location
102 First Street, Suite 208, Hudson, OH 44663
Additional Locations
📍 114 E High Ave, New Philadelphia, Ohio 44663
📍 3465 South Arlington Road Suite A, Akron, Ohio 44312
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free, 15-minute discovery call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Western Reserve Capital Management
At Western Reserve Capital Management, we provide objective financial planning, investment management, and retirement strategies to individuals and families across Summit, Stark, and Tuscarawas Counties, and throughout Northeast Ohio.Why Choose Western Reserve Capital Management
✔️ Fee-Only
Fee-only advisors do not sell financial products for a commission. They are only compensated by the client.
✔️ Fiduciary
Fiduciary responsibility is an ethical obligation for the advisor to always place the interest of the client ahead of their own.
✔️ Certified Financial Planner®
CFP® certification ensures your advisor is highly trained and committed to serving in the clients’ best interests.
Who We Are
We are independent CFP® professionals committed to your best interests in Northeast Ohio.
We are confident that our team-based approach enables us to deliver the highest level of service. By leveraging the collective expertise and diverse perspectives of our experienced professionals, we strive to provide innovative and comprehensive solutions to every financial challenge you may face.
The Extended Team Behind Our Firm
While we’ve intentionally kept our firm small to deliver exceptional personalized service, we’ve strategically cultivated a network of experts who augment our capabilities. This network allows us to tap into a depth and breadth of knowledge that rivals larger firms, ensuring you receive comprehensive guidance and support.
Ready For Retirement?
If you are within 5 years of retirement, we can help you answer the question, “Can I Afford to Retire?” We can sit down with you to explore if you are prepared for retirement. We can also help create a plan forward to meet your retirement goals and dreams.
Education
The University of Akron, B.A., Economics, English, German
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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