Jim Funk

Vice President, Wealth Advisor

Areas of Expertise

Goal Alignment

Tax Strategies

Asset Allocation

Retirement Planning

Estate Planning

Qualifications & Experience

20+ years of experience as a Wealth Advisor
CERTIFIED FINANCIAL PLANNER® Professional
9 years of service in the U.S. Army Infantry
BA, University of Tennessee, Magna Cum Laude

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Atlanta, GA

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Words to Live By

It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.

Theodore Roosevelt

Client Experience Professionals

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Team Members

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About

Jim has provided comprehensive financial planning and portfolio management to high-net-worth families, business owners, and corporate retirement plans for more than two decades. As a CFP® fiduciary, Jim takes a holistic approach when developing custom solutions for clients, utilizing both traditional and alternative asset classes.

Jim joined Farther in 2024 and was most recently a Director at Lakeview Capital Partners and Bison Wealth. He began his career at Smith Barney, which was then purchased by Morgan Stanley.

Raised in Carmel, Indiana, Jim now resides in Atlanta, GA with his wife, daughter, and three dogs. He is an avid supporter of all University of Tennessee sports teams and enjoys golf, shooting sports, and traveling to watch his daughter play club volleyball.