Jim Behr recently joined Ethos Financial Group in March as a Wealth Advisor.
Jim helps families and business owners streamline their complicated finances with transparent and efficient solutions to help them understand their investments and financial situation. He previously spent 11 years working with an RIA headquartered in the Philadelphia suburbs guiding individuals and families through investment management, financial planning, tax planning, and more. Jim takes a proactive approach to wealth management utilizing technology to analyze clients’ unique financial situation and align their wealth with their goals. Connect with Jim directly at jbehr@ethosfg.com or 610-633-7945.