James Warring

Jim Warring is Founder and Chief Executive Officer of EagleStone Tax & Wealth Advisors, which is comprised of three separate entities: an investment advisory (EagleStone Wealth Advisors, Inc.); a CPA firm (EagleStone Tax & Accounting Services); and a retirement benefits administration firm (EagleStone Retirement Services). With a combined client base of over 1,000 clients, Jim and his wealth management team advise clients on issues relating to saving and deferring taxes, estate preservation techniques, financial independence projections, prudent investment asset allocation models, risk reduction including the use of various insurance-related vehicles, and overall wealth accumulation strategies. Prior to launching EagleStone Tax & Wealth Advisors in February 2007, Jim practiced tax and financial counseling with prominent Washington, D.C.-area CPA firms, including KPMG Peat Marwick and Arthur Andersen. He was a lead partner with the CPA firm Rubino & McGeehin, Chartered, for nearly 10 years, where he created and directed their wealth management practice. He has been employed in the Washington, D.C. public accounting arena since 1983. Jim has been published in nationally known publications, including the AICPA’s Journal of Accountancy and the MONEY column of the USA TODAY newspaper. He has been a featured speaker at national conventions, including the AICPA national conference on Advanced Personal Financial Planning (PFP). Jim has also served as an Editor for the PLANNER, a publication of the AICPA’s PFP division. A native of the Washington, D.C. area, Jim was born in the District of Columbia and raised in Montgomery County, Maryland. He attended Towson University in Baltimore, Maryland, where he graduated magna cum laude and played on their varsity golf team. Jim currently enjoys golf, fitness and scuba diving. He avidly supports many charities with a focus on helping children because he firmly believes in next generation investment for our future. Jim resides in Olney, MD with his three children.

• Markets
  Baltimore, Washington, DC
• Property Types
  Retail
• Websites
  LINKEDIN PROFILE
• Company Website
  Visit Site
• Education
  Towson University, B.S. Accounting and Finance