Custom Solutions Tailored to Your Needs

How It Works

The help you need to support your financial goals, in one place

With James River Advisors, our approach to service is simple: we’ve created a team devoted to delivering the expertise and support you need to help reach your financial goals.

We realize that no two clients are the same.  Everyone has unique challenges and goals when it comes to achieving their ideal financial future:

  • You may want to tackle debt, build up your nest egg and get on track to your ideal future.
  • Your goal may be to retire early and pursue your lifelong passions.
  • You may want to create a legacy that will impact generations to come.

Or you may want something completely different.

Whatever your financial goals may be, our team has the experience and expertise to help you achieve them.

Investment Services

Your investments must be managed so you can meet your goals and sleep soundly at night.  We work together with you to design a portfolio that allows us to manage your investments to support your financial goals.  Our experts will research, stress test and implement the strategy you approve.

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Financial Planning

Investments are only a part of the picture.  To reach your financial goals, careful planning must be done so you have a road map to get where you want to go.  We help you define your goals and discover a path to get you to your desired endpoint, and build in protections along the way since life does not always go as planned.

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Real Estate and 1031 Exchanges

The purchase and sale of real estate is a wealth building tool used by many individuals and families.  To maximize it, James River Advisors specialize in 1031 exchanges to help you defer taxes, preserve equity and minimize the burden of property management.

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Other Services

As your central source for help on your financial goals, we provide assistance across other specialties:  insurance, estate planning, tax planning, college planning, establishment and administration of trusts, and other services.  If you have any other financial need we’ll either coordinate with your chosen professional or help you find the best one to handle the job.

Whatever your goals may be, our team has the experience and expertise to help you achieve them.

Wondering if James River Advisors can help you achieve your goals?

Get a complimentary financial review to find out if we’re right for you.