Who We Help

Regardless of your stage in life, we're here to assist

At James River Advisors, we provide financial services for clients at all stages of their lives.  We take a holistic, full-service approach when we offer financial advice and don’t limit our focus to just your investments.

Usually specific concerns or events prompt you to get financial advice.  If you are dealing with any of these issues, we can help:

  • You’re actively saving for the future but wondering if your money is invested properly
  • You’ve got a dream for your retirement and you want to make sure you accomplish it
  • You’re changing jobs and wondering what to do with your old retirement accounts
  • You’re a real estate investor looking to diversify and defer taxes through a 1031 exchange
  • You’re wondering what you should be doing now to ensure your money lasts as long as you do
  • You’re looking to protect what you’ve earned and leave a lasting legacy

Some of the groups we specialize in providing financial services for:

Individuals and Families

Whether you’re single or part of a family, we realize that everyone has their own dreams, values, goals, and challenges. Regardless of what they may be for you, our experts can help with financial advice. From the start, you’ll see that we prioritize achievement of your true goals over financial milestones like hitting a ‘number’. Instead we view investing and other financial needs as individual pieces of a much larger picture. Read More >>

High Net Worth Individuals

As a high net worth individual, you deserve a manager who offers more than just stock picking. James River takes a holistic approach when it comes to financial services and asset management, and can help you move up to a professionally managed, globally diversified portfolio with better risk management and tax efficiency. At James River Advisors, your portfolio is tailored to your specific needs, taking into account your investment objectives, time horizon for your assets, cash flow needs and other factors specific to you. Plus, we offer a flexible approach, meaning your portfolio strategy can be adjusted based on our forward-looking views of market conditions. Read More >>

Pre-Retirement and Retirement Individuals

You’re either looking to retire in the coming years or you’re already there. While you may have ridden the stock market through highs and lows over the years, you probably don’t want to do that again. It’s time to protect what you have and focus on generating income. We will work closely with you to identify where you want to go, provide appropriate financial advice, and determine a plan that will help you achieve your goals, no matter what life throws at you in the meantime. Read More >>

 

You’ll see that we prioritize achievement of your true goals over financial milestones like hitting a ‘number’.  Instead we view investing and other financial tasks as individual pieces of a much larger picture.

Interested in a second opinion on your finances?

Get a complimentary financial review to find out if you’re on track to achieve your financial goals.