Headshot of James Hankenhof.

Whether it’s packed into an RV with my family to see national parks across the country or backpacking through Europe seeing historical monuments. I’ve made it to 30 states and 17 countries, and I look forward to many more!

James Hankenhof
Principal, CFP®, CPWA®


As a member of our firm’s Wealth Management team, I work with business owners and high-net-worth individuals to focus on their needs by acting as their personal CFO to provide holistic, unbiased financial planning advice that will help grow their balance sheets. I oversee a team of advisors who serve clients in Ohio and across the country.

The prospect of working hand-in-hand with my clients to help them realize their life-long financial goals drew me to this career. I enjoy focusing on specific client needs and catering to their unique personal situations while reducing demands on their time. Attention to detail and a strong work ethic enable me to provide the best financial plan for each family I serve.

I’m a member of the Columbus Estate Planning Council, Central Ohio Business and Wealth Planning Council, Worthington Estate Planning Council, and the Catholic Foundation. I care about my community and am actively involved in BESA, a local volunteering organization in the Columbus area. I attended the University of Dayton where I graduated with a B.S. in finance and in accounting (with a minor in international business) and an M.B.A. with a finance concentration.

CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org