James Atchley
Financial Advisor | J.D. Candidate
- Role
- Associate Director at Wealth Foundations Partners
- Location
- Spanish Fork, UT, US
- LinkedIn followers
- 500 followers
About James Atchley
I pride myself in providing a white glove experience for all my clients, and I got tired of sending my clients away to have their estate plans done by someone who might not treat them as well as I would. So… I’m going to law school to start doing those estate plans myself. An extreme measure? Maybe… but I look forward to when I can provide wealth management and estate planning under the same roof.Coming 2028…In the meantime I’d still love to talk about investing, and I have a no minimum policy for new accounts because I love helping people get started 🤘
Experience
Associate Director
Nov 2025 — Present
Education
BYU Law School
Doctor of Law - JD, Law
Brigham Young University
Bachelor's degree, Mechanical Engineering
2015 — 2020
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