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James Maendel
Registered Investment Advisor: Maendel Wealth
James is a best-selling financial book series author, and is frequently hired as a technical consultant for other leading personal finance and investment writers.
Originally from Hastings, England, James now resides with his wife Nicole and their children in the Lakes District of Southeast Michigan. In 1999, James and Nicole co-founded Maendel Wealth, a successful boutique investment advisory firm located in Bloomfield Hills, Michigan.
James is a certified Behavioral Financial Advisor (BFA™) and holds the Accredited Asset Management Specialist (AAMS) designation. He also maintains active licenses in investment management and insurance. Nicole holds a Masters in Business Administration and a Bachelors of Science in Organizational Management from Walsh College
James is one of the only authors in a top-selling personal finance series who has a robust background as both a financial planner and a fee-based portfolio manager. What sets him apart is that he does not accept speaking fees, endorsement deals, or any promotional payments from financial companies or from providers of the products and services he recommends in his work and on Maendel Wealth's website.
Factor Investing is a perfect match for a money manager's objective to boost stability and achieve superior performance. James' interest in Factor Investing was shaped by his experience guiding clients through significant financial upheavals like the dot-com bubble, the 2008 Great Recession, and the Global Pandemic. These challenging "black swan" events deepened his commitment to enhancing investment predictability. By leveraging historically reliable and consistent metrics, James has integrated the core principles of Factor Investing into his approach to wealth building for his clients.
James holds the Uniform Securities Agent State Law (Series 63) license, and the Uniform Investment Adviser Law (Series 65) license, along with Life, Health, and Variable Contracts Insurance licenses. He has also earned the ACCREDITED INVESTMENT FIDUCIARY (AIF®) designation from the Center for Fiduciary Studies, the standards-setting body and leading organization in fiduciary training and research in the U.S.
Drawing on his experience living in the United States, Europe, and the Middle East, James brings a curious, globally-informed approach to wealth management and investing. He believes this broad outlook is crucial for staying ahead of the crowd.
As one of the first Investment Advisors to earn the DACFP/RIADAC Certificate in Blockchain and Digital Assets from the New York Institute of Finance, James has been honored to be accepted as a member of the Digital Assets Council in conjuction with the NY Institute of Finance.
A Multi-Year winner of the FIVE STAR WEALTH MANAGER award, James and his firm Maendel Wealth have been featured in Hour Detroit and Detroit Business Magazine, as well as receiving the 2018 Best of Bloomfield Hills Award in the Financial Planner category.
James is passionate about inspiring young people to appreciate the benefits of investing and financial literacy. He volunteers as a judge for the annual SIFMA Stock Market Challenge and Essay Contest, encouraging students to explore the positive impact that smart investing can have on their lives. Beyond this, James enjoys studying markets and helping others understand and leverage them to create meaningful, long-term benefits for their futures.
In their free time, James and Nicole love to dive into watersports, explore new travel destinations, and plan exciting family adventures.
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