Our Team
Welcome to the Family Heritage Advisors Family
Where Every Client Becomes Family
Trusted Guidance Built on Relationships
Family Heritage Advisors is an independent financial services firm dedicated to empowering individuals and families through education-based financial planning. Our team draws on deep industry experience and a broad range of resources—including Medicare insurance solutions—to help clients pursue their financial goals with clarity and confidence.
We care deeply about the lives we’re invited into. We walk with our clients through every milestone, celebrating and championing you and your family.
Meet Your Financial Family
James Munn
Founder, Financial Advisor
James has always been motivated by a genuine desire to help others. He finds great fulfillment in using his experience to guide clients in protecting and enhancing what they’ve worked hard to achieve.
After earning his B.A.S. from Ferris State University, James began his career with Harvest Insurance Co., serving Michigan’s rural communities, including small business owners and farming families. Over the years, he has continued to expand his expertise through ongoing professional education. He holds multiple insurance licenses in addition to Series 6, 7, 63, and 65 securities licenses.
As a Financial Advisor, James focuses on developing personalized strategies and planning concepts that empower clients to make informed, confident decisions about their financial future—far beyond simply offering products. He values strong relationships, clear communication, and doing what’s right for those he serves.
Check the background of investment professionals on FINRA’s BrokerCheck.