The Retirement Income Specialists
Ferrin Capital Advisors is a small, friendly office, but with big firm capabilities. We are a branch office of Triad Advisors, a Ladenburg Thalman company. We maintain brokerage accounts with National Financial Services, a Fidelity company.
We pride ourselves on building long term client relationships. We offer a wide range of services in our comprehensive financial planning to help you reach your retirement goals. Click below to read more about Jim Ferrin, what we do, and who we serve.
James A. Ferrin, CFP®
Experience matters. Since graduating from BYU in 1981 with a Bachelor of Science degree in Personal Financial Planning, Jim Ferrin has helped hundreds of clients to plan and invest for a retirement future.
Jim founded Ferrin Capital Advisors 24 years ago (Sept. 1993) in Orem, UT. In 2010 we moved to our present location in the Synergy Building in Pleasant Grove. We still serve many of those clients from the early 1990’s.
What do we do?
We help our clients with 401(k) and IRA rollovers, retirement income planning, portfolio diversification and risk management, income tax reduction planning, and wealth preservation and estate planning. We invest with a strategy – for growth, for income, for tax benefit, and for risk management.
Who do we serve?
We best serve those who are not yet retired, but hope to be one day. And, those who are already retired and need income from their investments. We are the Retirement Income Specialists.
We help our clients to produce the retirement income they need so that they can live the retirement lifestyle they want.