James D. Vooys Cpa/Pfs

Overview

James D. Vooys operates a single‑person independent RIA structured as a sole proprietorship and combined with accounting services. The firm provides financial planning and portfolio management aimed at individuals, families and small institutional clients. Investment activity is tilted toward publicly traded equities — both individual shares and exchange‑traded products — supported by mutual fund holdings for complementary exposures. The firm does not pursue ESG mandates and is not positioned as a multi‑state adviser or capital allocator; instead it targets a small roster of high‑value relationships with a hands‑on advisory approach. Fees are charged as a percentage of assets under management and, when appropriate, on an hourly basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices