Semper Fidelis Financial

Semper Fidelis Financial is a Financial Planner in Brunswick, OH. The business operates as the trade name of J.F. Collins Wealth Management, LLC, an independent non-advisory enterprise. It helps clients organize their financial lives, identify priorities, prepare for decisions, and coordinate appropriate tax, insurance, estate, education, and advisory professionals. Services include planning coordination, tax, insurance, estate-organization, education, publishing, and coaching engagements. The firm does not provide investment advice or investment management. Return preparation and separately scoped planning or consulting are offered, with representation credential-dependent. Education and licensed insurance activity occur only where the responsible professional is licensed and appointed. The firm handles information, document, and workflow organization but does not provide legal advice, document selection, or drafting. Individualized financial advice, investment management, and securities-related advisory services are provided only through Kairos RIA, LLC.

The firm’s objective is to organize complexity honestly so clients understand what comes next. Semper Fidelis Financial, which means “always faithful,” provides plain-English education and calm preparation. It refuses to lead a financial life based on whichever product is available. Each service begins with its own scope, engagement, and applicable professional requirements. Founder James Collins is a Marine veteran, Financial Strategist, educator, and service lead. He helps clients organize priorities and coordinate defined tax, licensed insurance, estate-information, education, publishing, and coaching work. James also serves as co-owner, Chief Compliance Officer, and Investment Adviser Representative of Kairos RIA, LLC. Larie Thomas helps keep client needs, meetings, records, and service workflows moving. Her role reinforces the standard that clients know the entity, responsible person, next step, and secure destination for every task.

The firm serves clients in Brunswick and surrounding communities. Semper Fidelis Financial combines military discipline with financial clarity to help residents navigate complex money matters. Its focus on honest boundaries and clear coordination ensures clients know exactly where their resources go.

Located on Center Road in Brunswick, OH, the business is situated about 0.2 miles from Cleveland Clinic Brunswick Family Health Center, Brunswick Lake Nature Preserve, and Brunswick Lake.

BizScoreAI assigns a Technical score of 85 out of 100, ensuring the website is secure and indexable so search engines can read it without errors. A Discoverability score of 75 out of 100 confirms that AI crawlers can find every page, allowing AI assistants to recommend the business. The firm ranks number 3 of 4 Financial Planner businesses that BizScoreAI has scored in Brunswick.