James B. Waller
Co-Founder and Partner
Jim co-founded Biegel Waller as a platform for more customized solutions -- a firm offering tailored financial advice with service as a top priority. His leadership includes managing business development strategy, serving on the investment committee, and ensuring the firm serves clients with great care. Surrounded by an exceptional team, Jim has earned a reputation for delivering comprehensive business and financial advice specific to clients’ goals and objectives.
“One of the most gratifying experiences is guiding clients through the process of identifying and meeting their personal and business objectives,” Jim says. “The process always begins with an understanding of what they want. Then, we deliver a sound strategy to achieve their constantly evolving goals while managing risk.”
Jim “gets in deep” with clients. “Only by understanding the people on the other side of the table can we begin to understand their concerns and wishes. By the end of the process, they are more than clients – they’re friends,” he says.
Prior to Biegel Waller, Jim spent a decade with one of the premier international accounting firms, Deloitte & Touche. During his tenure, Jim built a reputation for serving sophisticated clients’ complex tax and wealth management needs.
Jim is a Certified Public Accountant and a University of Maryland graduate. When he isn’t helping clients, he can be found cheering his son on the lacrosse field, jogging the back roads of Howard County, or playing an occasional round of golf with friends. He also takes significant pride in the numerous charities he and the firm support, including The Salvation Army, The Cystic Fibrosis Foundation, and The American Heart Association.