A Full-Service Financial Firm

At Ronald James Financial in Sarasota, FL, we provide a variety of financial planning services, protecting your assets from unnecessary taxation and unexpected life events.

Retirement Income

We offer quality retirement income strategies and wealth accumulation planning services. We assist you with social security options and offer policy reviews.

Asset Protection

We offer asset protection annuities and we can assist you with your estate planning, including long-term charitable giving and legacy planning.

Wealth Accumulation

At Ronald James Financial, we can help make your final years truly golden by assisting you with your needs and goals as it pertains to your financial situation.

The Financial Mind Behind Our Firm

In 1987, Ron Hodgkinson started Ronald James Financial to offer tactical and strategic private wealth planning that incorporates our philosophy that you don’t have to lose in order to gain. It is our commitment to excellence and our unique low-risk, low-volatility approach that has earned us the distinction of being named a “5 Star Wealth Manager” for the last five years.

Low-Risk, Successful Solutions

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Why Choose Us

We are a full-service financial firm with more than 27 years of direct experience helping people protect, grow, and enjoy their life savings. Planning for taxes, health, social security, long-term care, disability, and even the safe transfer of your legacy to your loved ones are all just a small part of what we do. Discover what it means to have a dedicated financial expert by your side actively protecting your financial future.

Protect Your Nest Egg

Strategic private wealth management and planning services