Who
we are

At Transcendent Investment Advisors (TIA), we believe that an informed client is a stronger client. We aren’t your typical money management firm - far from it. Our founder, James Ethington, is a lifelong strategic thinker, engineer, veteran, and leader who holds patents in data analytics and pattern recognition with an insatiable appetite to understand human behavior in the markets. James is the founder of Transcendent Investment Advisors, LLC and an investment adviser representative who has passed the Series 65 examination. His work emphasizes disciplined process, probabilistic thinking, and aligning capital with long-term purpose. Combining this expertise with a passion for financial engineering, he started this firm to offer differentiated and empowering financial services. To allow all clients to work with Discipline, Structure, and Resolve.

At TIA we specialize in fiduciary, fee only investment advice and management that is specialized to you. No cookie-cutter advice, no kickbacks to the home office for aligning you with a mutual fund. No advisor without real-world experience. We spend the time and effort to partner with you to develop and execute a plan designed to support long-term wealth stewardship across generations, based on your unique goals, convictions, and life plans.

Our investment process combines your needs with our expertise, capital alignment with conviction, and transparency the entire way. We serve those who align with our philosophy that investment advice and management should be for generations, more accessible, transparent, and understandable, pointing the trajectory of their family tree upward.

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Linked social media and publication platforms may include personal views and educational commentary. Such content is not individualized investment advice and should not be relied upon as a recommendation to buy, sell, or hold any security.

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Nothing on this website should be construed as legal, tax, accounting, or individualized financial advice.