It’s not about sales… it’s about the best solutions that will lead to your financial success.
 

James L. Mahaffey II is an independent financial advisor who specializes in helping clients grow, protect, and distribute wealth safely and securely.

James’ insurance background extends back to 2004, when his career started with providing supplemental health insurance coverage to individuals and businesses, and later as an independent agent focusing on the roll out of new Medicare Advantage and prescription drug plans. He later added life insurance and annuities licensure 2006 and finally the Series 65 securities license in 2014.

As an independent advisor, James prides himself on having the widest possible range of strategies and products so he can always do what is in the best interest of each client. To that end, he treats each client as if he were working on behalf of himself, or a sibling, parent, or grandparent. 

James has a wide range of life experiences. Educated as a classically-trained musician (percussionist) and jazz drummer, he has performed for audiences on five continents, two oceans, and several seas. In addition to his extensive travels which included performing as well as humanitarian aid and serving local churches worldwide, he also spent 6 ½ years custom designing worldwide concert tours for choirs, bands, and orchestras, and religious pilgrimages for church groups.

James and his wife live in Martinsburg with their three young children. He offers in-person consultations as well as virtual appointments when scheduling and distance are factors.