Jim Marx, CRPC, CPFA
Jim Marx has been a trusted retirement plan advisor for over 20+ years with a focus on managing retirement plans for business owners and their employees.
Jim's experience lies in retirement plan design, optimizing corporate tax deductions and investment advisory strategies. Jim prides himself on building lasting relationships with clients, understanding their needs, and providing tailored solutions to both business owners and their employees enabling them for a secure future.
In his free time, Jim enjoys golfing, exploring new cuisines and spending time with his family.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
