James C. Sexton III, CFP^®, CFS 

About Me

At Western Reserve Capital Management, LLC, II help individuals, families, and businesses work toward their financial goals through comprehensive financial planning and investment management.

Expertise and Experience

With over 28 years of experience in the financial industry, I bring a deep understanding of the complexities of financial planning and investment management.

I’ve worked with clients across various stages of life, from young professionals to retirees, and have a passion for helping them navigate the ever-changing financial landscape.

Fee-Only Fiduciary

As a fee-only advisor, I am compensated solely through fees paid by clients, not through commissions or product sales. Our fees are based on assets under management and are detailed in our Form ADV Part 2A. Fee structures are discussed during initial consultations before any advisory agreement is signed.

I take the time to understand each client’s unique situation, goals, and values, and develop personalized strategies designed to help them pursue their financial objectives.

Professional Credentials and Education

I hold degrees in Economics and English from The University of Akron. I also hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, demonstrating completion of comprehensive financial planning education, examination, experience, and ethics requirements. The Certified Fund Specialist (CFS) designation reflects specialized training in mutual fund analysis and portfolio construction. These credentials require ongoing continuing education to maintain.

Community Involvement

I served on the Board of Directors for the Hudson Library and Historical Society. I’m also a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), & Fee-Only Network, staying up-to-date on the latest industry trends and best practices.

Get in Touch

If you’re looking for a financial partner who will listen, advise, and guide you towards achieving your financial goals, please don’t hesitate to contact me today.

Contact Information:
Phone: 330-655-1543

Email: jsexton@wrcmfp.com