James A. Plaskey, Jr., CFP®

James A. Plaskey, Jr., CFP®

Director | Senior Private Wealth Advisor

Jimmie Plaskey is a CERTIFIED FINANCIAL PLANNER™ professional who has been helping clients at Executive Wealth Management since 2011. One of his greatest passions is to educate his clients, inspiring them to make informed decisions and creating financial paths they may not have realized possible. These ways include reducing debt, having proper insurance coverage, and helping their wealth-building goals become a reality leading up to and while enjoying retirement.

Jimmie’s education style of financial planning stems from his collegiate days. He had coaches who created a clear vision and brought out the best in him and their teams. He brings these valuable coaching lessons to each of his clients in financial planning to guide, teach, and assist in accomplishing their goals. 

Jimmie's other great passion in life involves taking action to help make the world a better place. He currently serves on the Board of Directors for the Alzheimer's Association Michigan Chapter and the Brighton Chamber of Commerce. He's a co-founder of the Team Suzy Non-Profit and regularly supports Brother Rice High School and Hillsdale College as an alumnus. On April 4th, 2020, Jimmie married his best friend, Sydney. They reside in South Lyon, MI, with their Cavapoo puppy, Chief. Jimmie enjoys playing and talking all sports, being outdoors, fishing, hunting, hiking, and leisure with family and friends.

Educational Speaking Engagements:

  • Brighton Chamber of Commerce
  • St. John’s Hospital Residents
  • Kent State Podiatry School
  • Cleary University
  • Brother Rice High School
  • Detroit Catholic Central High School

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“I value Jimmie’s knowledge and appreciate his reassurance that there’s not one “right” way to prepare for retirement— there are several paths depending on my personal goals. I am so grateful for his guidance and expertise.”

-Anne

Testimonial provided by a current client. No compensation was exchanged for this review or testimonial. There are no material conflicts of interest. Past performance does not guarantee future results, and every client's portfolio is different. All client experiences are unique and your experience with EWM may differ from that of these clients.

“I am confident with Mr. Plaskey's knowledge and expertise when discussing my financial future. He explains things so thorough, educates me, and answers all my questions. He is direct with you when answering your questions and gives you excellent explanations supporting his answers. I am very happy he is my advisor.”

-Yvonne

Testimonial provided by a current client. No compensation was exchanged for this review or testimonial. There are no material conflicts of interest. Past performance does not guarantee future results, and every client's portfolio is different. All client experiences are unique and your experience with EWM may differ from that of these clients.

“Jimmie Plaskey treats Joanie and I as if we are his only clients. When we are with him, he shows us that there is no other place he would rather be or needs to be.”

-Tony & Joanie

Testimonial provided by a current client. No compensation was exchanged for this review or testimonial. There are no material conflicts of interest. Past performance does not guarantee future results, and every client's portfolio is different. All client experiences are unique and your experience with EWM may differ from that of these clients.

“Executive Wealth Management, and specifically our advisor Jimmie Plaskey has given my husband and I confidence and understanding about our financial present and future. We started when we were both fully employed and began to consider retirement. Now we are retired for over 4 years and each time we meet for our reviews we leave feeling informed, heard and have that special type of confidence that working a sound financial plan gives. Jimmie earned our trust years ago. We value his professionalism and genuine care about our financial health.”

-Janet

Testimonial provided by a current client. No compensation was exchanged for this review or testimonial. There are no material conflicts of interest. Past performance does not guarantee future results, and every client's portfolio is different. All client experiences are unique and your experience with EWM may differ from that of these clients.