A Partnership Philosophy

“We established Booth Financial Associates in 1989 on the firm belief that every investor has unique needs. In every case, we endeavor to know our clients, identify their goals and objectives, their time horizons and risk tolerance and collaborate on reaching the best solutions. When they succeed, we succeed.

This practice has proven fruitful as, today, we are fortunate to serve the financial needs of more than 2000 individual clients, with assets of nearly $125 million, and the pension and employee benefit needs of more than 50 companies across 21 states. We are our clients’ partner in managing and protecting their wealth.”

— Jim Booth


INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and federally registered investment advisor, is not affiliated with BFA (Booth Financial Associates). INVEST does not provide tax or legal advice. Please consult your tax or legal adviser for guidance on your particular situation. Securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies.
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