James Marsden, CFP®, CRPC®, AIF®
Partner, Financial Planner
My Story
As a Dallas native, my journey in financial services began in 2008 after receiving my B.B.A in Finance from the University of North Texas. Today, as a partner at Apeiron Planning Partners, I serve clients while leading several core areas of our firm: developing our investment philosophy, managing key business functions including HR and finance, and growing our 401(k) plan relationships.
How I'm Expanding What's Possible with Money
As a CERTIFIED FINANCIAL PLANNER™ professional, I help affluent families, small business owners, and physicians navigate critical financial decisions, from retirement planning to wealth preservation. I believe in creating comprehensive strategies that align with each client's unique goals, bringing clarity to complex financial situations while focusing on what matters most to them.
Outside of Work
This season of life is filled with coaching and cheering from the sidelines of youth sports, alongside following my beloved Dallas Cowboys, Rangers, and Mavericks. When not at games, you'll find me outdoors golfing, hunting, or fishing, or enjoying a nice bourbon. My wife Brittney and I are proud to raise our family – daughters Nora and Emily, son Cameron, and our dog Marley – in Highland Village, where we're actively involved in our community.