• Personally Connected.  Focused Planning.  Objective Investing.

    Personally Connected. Focused Planning. Objective Investing.

    We understand and deeply appreciate how our clients have worked hard for their money. Our local professional firm is rooted on this same basis, that it takes hard work and dedication to consistently manage your financial portfolio.

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Welcome to James B. Hurley Financial Planning, a trusted Southern Oregon Financial planning firm for 20 years. Contact us today.
Message from James

Message from James

Our proudest achievement has been the privilege of serving you and your family. Thank you for a wonderful 20 years.

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Our Services

Our Services

  • Pension & Retirement Planning
  • Estate Planning
  • Investment Planning
  • Risk Management
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