James Huhn, Certified Financial Fiduciary®, RFC®, CRPC®, LTCP, CF2™
Founder, WRM Advisors, LLC
James (Jim) Huhn is a seasoned financial professional with nearly five decades of experience in insurance and financial services. As the founder of WRM Advisors, LLC, Jim has dedicated his career to guiding individuals and business owners through the complexities of financial planning, risk management, and wealth preservation. Holding multiple professional designations—including Registered Financial Consultant® (RFC), Chartered Retirement Planning Counselor® (CRPC), Long-Term Care Professional (LTCP), and Certified Financial Fiduciary® (CF2™)—he is committed to upholding the highest standards of ethical responsibility and client-first financial guidance.
Jim holds a Series 66 securities license and is a licensed insurance professional in Georgia, Florida, South Carolina, and Tennessee. His comprehensive expertise spans retirement planning, long-term care strategies, estate planning, and investment management. Over the past 26 years, he has built a reputation for crafting tailored financial solutions that help clients safeguard their hard-earned assets against market fluctuations, inflation, health uncertainties, and longevity risks.
At WRM Advisors, LLC, Jim and his team take a holistic approach to financial security. The firm has formed strategic partnerships with carefully selected financial institutions, enabling clients to access personalized, high-quality financial solutions. Additionally, WRM Advisors provides a comprehensive estate planning software tool, simplifying the process of legacy planning and ensuring that families can preserve and transfer wealth efficiently.
Beyond his professional achievements, Jim’s life is deeply rooted in faith and family. He actively supports nonprofit organizations dedicated to improving lives both locally and globally. In 2020, Jim fulfilled a lifelong dream by relocating to the mountains of Northern Georgia, where he enjoys the tranquility of cabin life. An avid outdoor enthusiast and passionate cook, he finds joy in hiking, music, and creative writing. A published poet, Jim appreciates the power of storytelling—whether through verse, financial planning, or meaningful client relationships. His love for travel has taken him across the world, with Sicily holding a special place in his heart as the ancestral home of his paternal grandmother.
Jim’s philosophy is simple: financial planning isn’t just about numbers—it’s about people, their goals, and securing their future. He is honored to walk alongside clients as they build, protect, and transfer their wealth, ensuring financial peace of mind for generations to come.
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal, or tax advice, nor does it imply that any performance data or recommendation regarding a specific security, portfolio of securities, transaction, investment, or planning strategy is suitable for any particular person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or CRD #175083. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products and do not apply to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company and are not guaranteed by any bank or the FDIC.
