Groundwork Wealth Management
Groundwork Wealth Management

Financial freedom is available to those who learn about it and work for it.

James Taylor

Financial Advisor/Managing Member

James Taylor is a Financial Advisor and the Managing Member of Groundwork Wealth Management. Prior to forming the firm, James was a franchise advisor with Ameriprise Financial Advisors for 10 years, where he provided financial advice and solutions for high-net-worth individuals and their families. James has a bachelor’s degree in Finance from Bob Jones University.

We serve no other interest but those of our clients.


Groundwork Wealth Management was founded in Exton, Pennsylvania in March 2014. We are a Registered Investment Advisor (RIA) firm focused on providing financial planning and wealth management services to our clients. As a RIA firm, we are held to a fiduciary standard. We are a fee only wealth management firm. We serve no other interest but those of our clients. By giving the right advice we enable our clients to achieve their specific life and retirement goals.

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