Jim Maher, an attorney and CPA by training, is the CEO and founder of Archford Capital Strategies, an independent wealth management firm named to the Financial Times 300 Top Registered Investment Advisors, serving the Midwest with over $700 million of assets under management.
Jim has brought together an exceptional team of advisors with more than 31 advanced degrees, professional designations, accreditations and certifications. Believing that the most important asset for the business owner is the employees themselves, Jim has earned three of the highest certifications obtainable in the retirement-plan benefit area. These designations help him to efficiently design and implement retirement plans for the key stakeholders of the business and participants. He also has worked to create a network of professionals to assist business owners with a wide range of solutions for business continuation or succession planning – including ESOPs, management buyouts, and third party sales.
As a Certified Exit Plan Advisor (CEPA®), he works with business owners, attorneys, CPAs, business valuation specialists, marketing professionals and employee education companies to establish resources for business owners in transition. As an award-winning, nationally recognized authority in estate planning, business transition and philanthropy for closely held business owners, he is a sought after trainer and presenter.
Maher holds a bachelor’s degree and a law degree from the University of Missouri – Columbia, and is a member of the Missouri Bar, The National Center for Employee Ownership, and Vistage. He is president of the St. Louis Chapter – Exit Planning Institute and serves on the Leadership Council of Southwestern Illinois. In 2009, Maher was named “Donor Advisor of the Year” by Leave a Legacy, Planned Giving Counsel, and The Greater St. Louis Community Foundation.