James Friery

As the owner and financial advisor at Emery Wealth Management, my primary responsibility is working with clients to help them reach their financial goals while managing risk. I specialize in non-qualified accounts and tax strategies aimed at increasing returns. With over 43 years of experience in the financial services industry, I've developed a deep understanding of the complexities involved in financial planning. Before embarking on my career, I earned a BBA in Finance from Ohio University in 1981. 

My motivation comes from seeing clients achieve financial success and experiencing the moment they trust me enough to let me into their financial world. I thrive on the unknown elements of my job, as clients often reveal more over time. I never let appearances or lifestyles sway my judgment; instead, I focus on listening and understanding. I believe the greatest value I provide is customizing financial plans to meet each client's unique needs. I don't rely on a one-size-fits-all approach; instead, I tailor solutions to fit individual circumstances.

Originally from Parma, Ohio, I now split my time between Sandusky, Ohio, and Bradenton, Florida, with my wife, Tricia. Family is at the heart of everything I do, and I cherish every moment spent with our three adult children – Nichole, Shane, and Spencer – and our wonderful grandchildren, Colin and Olivia. Fishing is a passion of mine, whether it's reeling in walleye and perch in Ohio or grouper and snapper in Florida. When I'm not with family, I also enjoy playing golf whenever I can.