Jim Mars in

Jim Mars

Marketing Director at Visionpoint Advisory Group
📍 West Des Moines, Iowa, United States

Jim Mars is a co-founding and Managing Partner at VisionPoint Advisory Group. He specializes in financial, estate, and investment planning for business owners and high-net-worth families. He holds a BBA in Finance from Texas A&M University and is recognized as a top financial planner in Dallas.

Outside of work, Jim is a family man who lives in Dallas with his wife and two children. He is an avid golfer and enjoys spending time with his family at their lake house. His professional philosophy is deeply connected to integrating personal values and passions into financial strategies.

He has been named one of the "Best Financial Planners in Dallas" by D Magazine.

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Experience
31 Years
Current Role
Marketing Director
Job Level
Mid-senior
Location
West Des Moines, Iowa, United States
Personality Overview
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Priorities

Topics Jim cares about

Holistic Financial Planning
His firm's philosophy centers on integrating clients' values, passions, and visions with their financial objectives for a more meaningful approach to wealth management.
Family & Legacy
He focuses on estate and investment planning for high-net-worth families and is a dedicated family man himself, often spending time at their family lake house.
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Career

Work history

2011 - 2012
Marketing Director
Visionpoint Advisory Group
1981
Owner
Visionpoint Advisory Group
Owner
Visionpoint Advisory Group
Marketing Director
Visionpoint Advisory Group
In the press

Media appearances

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Education

Jim has no verified education history

Social presence
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