Jim Boxma
Wealth Manager at Creative Planning at Creative Planning
Based in Marco Island, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Marco Island
Industry
Financial Services
Company size
2.7K
Contact information
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j•••••••@creativeplanning.com
Phone
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Background
About Jim Boxma
Jim Boxma is a Private Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management; Investment Management for Individuals, Businesses, and Charities;Financial Planning; Wills, Trusts, and Estate Planning; Tax Planning; Charitable Planning; Business Succession Planning; Risk Management; Business Services; Managed IT; Outsourced Accounting & Bill Pay; M&A Consulting; Payroll Services; Audit & Attest; Business Valuations.As of 12/31/24 Creative Planning had:• $217 Billion Assets Under Management • $120 Billion Assets Under Advisement • $337 Billion combined AUM or AUA
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