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James Milford, CFP®

Wealth Manager
James serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. With more than 15 years of experience in the financial services industry, James worked for an independent investment advisory firm as a senior financial advisor prior to joining Creative Planning. James has spent his entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management solutions. James earned a Bachelor of Science degree in business administration from the University of Missouri-Saint Louis, where he graduated with honors. James is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. James and his wife, Tegan, have two girls. In his spare time, James enjoys being outdoors, traveling and spending time with his family

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe




Combined assets under management & advisement as of December 31, 2022