Broker Check

20 East Redman Avenue
Haddonfield, NJ 08033

LinkedIn

James Kirlin

(856) 216-8444 x 25

 
James J. Kirlin

James J. Kirlin

Private Wealth Advisor

The foundation of Jim Kirlin brand was forged on the battlefields of Vietnam, on his high school gridiron and even as a child growing up.

Raised in Philadelphia, Jim was taught the importance of character, trust, integrity, loyalty and teamwork. As a high school athlete, Jim realized his competitive, success-driven nature, and a star football player Jim decided to enlist in the United States Marine Corps, a decision that would dramatically impact his life.

After graduating at the top of his basic training platoon at Parris Island, Jim was trained as an Marine rifleman," the Marine Corps ultimate weapon". He soon deployed to Vietnam as an 18 year old private first class, trained in combat and less than a year removed from high school.

Jim was assigned to a Marine infantry rifle company within the First battalion, First marine regiment and found himself in the thick of combat, face to face with a hostile enemy. These intense, life and death situations reinforced in Jim the true meaning of the Marine Corps motto Semper Fidelis, "Always Faithful." Jim and his unit received numerous commendations for their service including the Combat Action Ribbon, Vietnam Campaign Medal, Vietnam Service, and other commendations including the Presidential Unit Citation for combat actions during the war.

After returning to the states, Jim graduated from the University of Maryland and launched his early career as a financial adviser. Before venturing out on his own, Jim held a number of managerial and increasingly responsible executive roles in the investment banking and business consulting industries.

He served as a senior director at The Benchmark Group as well as for First Business Advisors, the investment banking arm of First Union National Bank, which is now Wells Fargo.

Early in his career, Jim was one of the founding members and a Senior Vice President at the Mid-Atlantic Companies where he was responsible for the development and deployment of investment banking and business transition consulting services. First Union Bank, ultimately purchased the company.

As Jim's career evolved, he continued to focus on business transition, succession, exit planning and wealth preservation strategies for successful middle market family and private business owners.

To optimize family wealth, it is important to understand the clients concerns, identify the threats, problems and risks associated with the current wealth, succession or ownership planning of a middle market business. The goal is to provide a custom designed set of financial planning options to help meet the the clients objectives.

By understanding the risks and available options that are current with today's challenges and solving the often hidden risks and problems that interfere with the exit, legacy and wealth management goals, the business owner or individual can potentially be rewarded with less risk, more control, cost savings and gain a sense of confidence about their future.

Throughout his career, Jim has worked with owners of businesses in many different industries including publishing, real estate, construction, transportation, and manufacturing as well retail supermarket and food distribution businesses.

Jim has written extensively on the topics of business succession and transition planning and has published articles that appeared in Family Business magazine including a research study in 2004 on Family Business in the Independent Retail Supermarket Industry. He is also a member of the Marine Corps Law Enforcement Foundation and the Philadelphia Vietnam Veterans Association

He is a sought after speaker who offers family business planning seminars at industry events and conducts workshops on strategic planning for the family business.

Jim and his support team offer a structured step by step process that delivers leadership, creative design and unique capabilities. The process helps to organize the many complex variables related to wealth preservation and wealth management planning.

The core essence of Jim's brand, the "Triangle of Conflict and Risk", evolved from Jim consulting methodology and service delivery processes.

  • The Triangle of Conflict and Risk is a planning construct/model that illustrates how the Business Strategic Plan, the Personal Wealth Plan, and the Legal Plan can impact each other.

The inherent conflicts between each of the three primary elements creates the Triangle of Conflict and Risk model and is the core concept of Jim's unique strategic planning process.

Lincoln Financial Advisors and its representatives do not provide legal or tax advice.