James Pieper, CFP®

James co-founded Belmont Private Wealth with a clear vision: to establish a financial planning firm that embodies trust, excellence, and purity of intent. His aim is to be the foremost advisor for financial decisions, offering reliable and impartial guidance. His dedication to understanding and addressing client concerns sets him apart as a trusted advisor.

Clients come to James when they need to tackle complex problems that demand thorough analysis. His financial guidance is grounded in proven research and a keen attention to client-specific factors. He advocates for making decisions based on rigorous data analysis rather than a simple reliance on conventional wisdom, and frequently shares his insights on Belmont’s financial blog.

As an advisor to Entrepreneurs, James handles the complexities of wealth management, allowing his clients to focus more on their business - providing them with peace of mind and the freedom to pursue their entrepreneurial goals.

James began his career in finance as a quantitative analyst for an algorithmic trading firm in Kansas City, where he gained substantial insight into the inner workings of modern financial markets. He has also served in financial planning roles at St. Louis based firms Moneta Group and Krilogy.

At the University of Illinois, James earned a BS in Civil Engineering and was a member of the varsity rowing team. He also holds an MS in Finance from the University of Kansas City, and is a CERTIFIED FINANCIAL PLANNER™. James grew up in St. Louis and resides there with his wife Natalie and four children.