Financial Advisor in Harrisonburg, VA
Cole Showalter manages our James River Advisors Harrisonburg location. He works as our financial advisor in Harrisonburg, VA. His clients include individuals and families ranging from early career savers to pre-retirement and retirement clients. Prior to joining James River Advisors, Cole worked as a Certified Public Accountant. His accounting background allows him to provide insight that is unique from many other financial advisors in Harrisonburg, VA. Wendy Marshall, our service consultant, also works in our Harrisonburg office. She handles compliance and administrative work for our team. James River Advisors is a Registered Investment Advisor, making us a great fit for individuals and families ranging from early career savers to pre-retirement and retirement clients. Our Harrisonburg office has worked with clients on a variety of financial planning topics, including: investments, trusts, college planning, retirement planning and tax planning.
Cole Showalter, CPA
Cole enjoys working with clients at various stages in their financial planning journey. He is passionate about helping clients meet their investment, retirement, and family financial planning needs.
Wendy Marshall, Service Consultant
Wendy Marshall plays a vital role in day-to-day operations at James River. She focuses on handling administrative and compliance work for our offices and is also a public notary.
At all James River Advisors offices, we believe in establishing deep, long-lasting relationships with our clients. Customer service is a priority to us. In fact, we limit the number of clients we serve so we can know and understand our clients better, and make sure each client has access to us whenever needed.
Our Harrisonburg, VA Office
4155 Quarles Ct. Rockingham, VA 22801 | (540) 217-2979
Our office is located just outside Harrisonburg in Rockingham, VA. Harrisonburg is home to the Massanutten Resort, featuring skiing and an indoor waterpark. Our office location allows our employees to serve as a financial advisor in Harrisonburg, VA and the smaller population in Rockingham. Our office is also within a thirty minute drive of Staunton, VA and a forty minute drive of Waynesboro.
To get to our office from Staunton, VA: Head northeast on VA-262 for about six miles, then turn left to merge onto I-81. Follow the highway for 22 miles, then exit on 247A toward Elkton. Merge onto US-33E, then turn right onto Quarles Ct.
To get to our office from Waynesboro, VA: Take US-340 N to VA-253 in Stonewall for 17 miles. Then turn left onto US-33W. Turn into Quarles Ct.
James River Advisors answers your questions about financial advisors
Q: What does it mean that James River is a Registered Investment Advisor?
A: In order to be a Registered Investment Advisors (RIA), advisors will have to apply to start the registration process. Not only is this registration indicative of our expertise, RIAs have certain requirements in place to ensure we are looking out for our clients.
Q: Is James River Advisors paid through fees or commissions?
A: James River Advisors is a fee-only financial advisor. We charge you one simple fee based on the amount of assets under management. Asset-based fees help align our mutual interests since as your account grows, we grow as well. Plus, the fee is all-inclusive, which means it includes financial planning support.
Q: What does it mean that James River Advisors is a fiduciary?
A: It means James River Advisors is legally and ethically bound to always put your best interests ahead of its own. Not all financial advisors are fiduciaries! Whether or not you choose to work with James River Advisors, make sure to choose an advisor who is a fiduciary.
Q: Do I have to be wealthy to work with a financial advisor in Harrisonburg, VA?
A: Not at James River Advisors. We work with individuals at all different financial stages in life. Some of our longest and most successful client relationships have been with individuals who started small and worked with us on a financial plan over time.
Q: I’m concerned about sharing my personal finances. Will my information be kept confidential?