---
title: James Harrington, CFP® CFA | Harrington & Co
description: Managing Partner and Chief Investment Officer with over 25 years of experience in wealth management and portfolio construction.
---

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# James Harrington

Managing Director, CFP®, CFA®

With over 20 years of experience in wealth management and investment strategy, James has built a reputation for disciplined portfolio construction and comprehensive financial planning on behalf of his clients.

Before founding the firm, James served as a senior portfolio manager at a top-tier institutional investment firm, where he managed assets for high-net-worth families and endowments. His experience spans asset allocation, retirement income planning, tax-efficient investing, and multi-generational wealth transfer.

James is a frequent speaker at industry conferences on topics including fiduciary investing, retirement income strategies, and wealth preservation.

## Education

Wharton School of Business MBA, Finance, 2002

University of Virginia Bachelor of Arts, Economics, 1999

## Licenses & Certifications

Certified Financial Planner (CFP®) 2003

Chartered Financial Analyst (CFA®) 2005

Certified Private Wealth Advisor (CPWA®) 2010

## Service Specialties

[Portfolio Management](https://www.nopethemes.com/harrington-co/services/investment-management?hsLang=en) [Retirement Planning](https://www.nopethemes.com/harrington-co/services?hsLang=en) [Tax & Estate Strategy](https://www.nopethemes.com/harrington-co/services?hsLang=en) [Family Office Services](https://www.nopethemes.com/harrington-co/services?hsLang=en)

## Awards & Recognition

Barron's Top 1,200 Advisors 2018–2025

Forbes Best-in-State Wealth Advisor 2020–2025

Five Star Wealth Manager 2015–2025

CFA Charterholder

CFP® Professional

Barron's Top Advisor

Forbes Best-in-State

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“

> “James guided us through a complex retirement transition with incredible attention to detail. His strategic thinking and proactive tax planning saved us hundreds of thousands over the first five years.”

Robert Mitchell Retired CEO, Mitchell Technologies

“

> “When the market dropped sharply, James was the first person who called us. His calm, data-driven approach kept us invested and on track. We came out stronger on the other side.”

Sarah Jennings Business Owner

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> “James handled our family's multi-generational wealth transfer with professionalism and care. He anticipated issues before they arose and kept everything on track.”

![Michael & Lisa Park](https://www.nopethemes.com/hubfs/raw_assets/public/studionope-for-wealth-management/images/templates/portrait-3.jpg)

Michael & Lisa Park Harrington & Co Clients since 2012

## Schedule a consultation with James

Discuss your financial goals directly with an experienced advisor. Complimentary initial consultation with no obligation.

[Contact James](https://www.nopethemes.com/harrington-co/contact?hsLang=en)

![harrington-co-logo-negative](https://www.nopethemes.com/hubfs/harrington-co-logo-negative.png)

Dedicated to building and preserving your wealth for generations.

###### Services

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- [Family Wealth Transfer](https://www.nopethemes.com/harrington-co/family-wealth?hsLang=en)
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###### The Firm

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Harrington & Co Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Past performance is not indicative of future results. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

The firm is a fiduciary to clients. Advisory services are only offered to clients or prospective clients where Harrington & Co Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Harrington & Co Wealth Management unless a client service agreement is in place.

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