Title: Wealth Planner
Company: Accumulus Financial Group, LLC
Location: Columbia, South Carolina, United States
James Marcus Danford III, Wealth Planner at Accumulus Financial Group, LLC, has been recognized by Marquis Who’s Who Top Business Owners for dedication, achievements, and leadership in financial planning.
With more than 20 years of experience to his credit, Mr. Danford has dedicated his professional endeavors to guiding others toward financial stability and success. Born and raised in Orangeburg, South Carolina, he initially graduated from Orangeburg Wilkinson High School in 1997. Mr. Danford concluded his formal academic efforts at The Citadel, from which he earned a Bachelor of Arts in political science in 2001.
Mr. Danford subsequently began his career with Waddell & Reed, a well-respected financial services firm. Equipped with an outstanding sense of dedication and an aptitude for his industry, he found much success in this position between 2001 and 2021, having simultaneously served as a district supervisor from 2006 to 2009. During this tenure, Mr. Danford was presented with numerous Productivity Awards, a testament to his exceptional work ethic and client service.
To further build upon his expertise, Mr. Danford obtained several key certifications, including Series 6, 7, 63, and 65 licenses from The Financial Industry Regulatory Authority. Furthermore, he was designated as a chartered mutual fund counselor by the College for Financial Planning in 2004, enhancing his ability to guide clients in mutual fund investments. Mr. Danford later became certified as a financial planner by the Certified Financial Planner Board in 2008.
Since 2017, Mr. Danford has excelled as both the founder of, and a wealth planner with, Accumulus Financial Group, LLC. Tailoring his services to better meet the unique needs of his clients, he remains focused on analyzing clients’ financial situations and developing personalized strategies that align with their investment experience, risk tolerance, and time horizon. Utilizing a holistic approach that encompasses retirement planning, education funding, estate planning, tax strategies, and portfolio construction and management, Mr. Danford takes pride in maintaining strong, trust-based relationships with his clients to best understand their goals and concerns.
Mr. Danford’s commitment to his profession extends beyond his primary responsibilities. He is an active member of several notable organizations, including Kingdom Advisors, Business Network International, and The Citadel Alumni Association. Since 2018, he has been appointed as a board member and vice president of the Financial Planning Association of South Carolina. Moreover, he has been active as a Crown Church coordinator with Shandon Baptist Church since 2004, reflecting his deep-rooted faith and desire to support his community. From 2019 to 2021, Mr. Danford also contributed to the board of the Laurel Hill Home Owners Association.
Mr. Danford attributes much of his success to his faith in Jesus Christ, which he believes to have been a guiding force in his career, as well as his ability to build good, trustworthy relationships, maintain impeccable character, and foster a solid reputation. Moreover, he is grateful for the unwavering support of his wife, who plays an active role in the operations of Accumulus Financial Group. Influenced by his early experiences with money, as he was raised in a family with limited financial resources, and the lessons he learned from his grandfather, Mr. Danford’s passion for helping others achieve their financial goals was further fueled by his desire to educate and support his community.
One of Mr. Danford’s most memorable professional moments involved helping a longtime client, an educator, achieve her goal of retiring comfortably after years of advising her on savings strategies. Ultimately, he aspires to enhance the brand recognition of Accumulus Financial Group in the coming years, ensuring it is widely known and respected within the community. Mr. Danford seeks to not only attract and maintain a roster of good clients but also to cultivate a strong reputation that draws high-quality hires and establishes the firm as a dependable source for sound financial advice.
Looking toward the future, Mr. Danford aims to expand Accumulus Financial Group by hiring more staff to support their growing client base. He envisions Accumulus Financial Group becoming a leader in financial planning and asset management, with a goal of achieving $100 million in sales and revenue. With his commitment to his family’s well-being as his top priority, Mr. Danford will continue to provide a high quality of life for his spouse and children throughout his professional ambitions.
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