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The guide covers the following topics:

  • Understand the two types of advisors
  • Use an objective interview process
  • Learn how the advisor will be compensated for their services
  • What expenses will you be responsible for

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Meet The Team

Our Financial Advisors

William Tim Bourne

Forest, Virginia Office

Edwin Cox - Gate City Va

Gate City, Virginia Office

Charles Russell

Clarksville, Virginia Office

Cole Showalter, CPA

Harrisonburg, Virginia Office

Our Operations Team

Wendy Marshall

Steve Miller, CPA

James River Advisors

James River Advisors is a Virginia-based financial planning and investment management firm serving individual investors and families. We offer a unique, low-cost fee structure to address all of your financial needs, including investments, financial planning, tax planning and preparation, trust and estate planning and insurance.

Securities offered through registered representatives of Colorado Financial Service Corporation, Member FINRA & SIPC. James River Advisors and Colorado Financial Service Corporation are separate entities. OSJ Address: 304 Inverness Way S, Ste 355, Centennial, Colorado.

Paladin Registry 5 Stars
This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Click Here to view Paladin’s research report for this professional or firm.

Connect with us

  • Office Address

    1703 Enterprise Drive
    Suite A
    Lynchburg, VA 24502

    122 E Jackson St
    Gate City, VA 24251

    500 Virginia Ave
    Clarksville, VA 23927

    4155 Quarles Ct
    Rockingham, VA 22801

  • Telephones

    (434) 525-5100

    (276) 690-8014

    (434) 374-2200

    (540) 217-2979

  • Social Networks
     
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