Welcome to Our Lynchburg Office
In central VA area, William (Tim) Bourne, has been providing personal and professional retirement income planning, investment management, and financial planning services for over 25 years.
We specialize in working with families, and retirees on a broad range of financial topics. Our goal is to present financial strategies that focus on tax efficiency and potentially reduced risk-controlled approaches to wealth accumulation, retirement income management, estate planning, and preservation of assets.
Our team understands the complexity of the financial world and know that financial success requires more careful attention than quick-fixes and cookie-cutter solutions. With extensive resources, technology, and a client focused service model, we look forward to helping you reach your unique retirement and investment goals.
Call us, email, or stop by the office. We would enjoy the opportunity to meet you.
Contact Lynchburg Office
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Phone: (434) 525-5100
Our Address
1703 Enterprise Drive, Suite A
Lynchburg, VA 24502
Meet The Team
William Tim Bourne, AIF
Senior Partner | Lynchburg, VA Office
Tim Bourne brings over 25 years of experience in comprehensive financial planning and investment management. As an Accredited Investment Fiduciary (AIF®), Tim is dedicated to providing objective, client-centered advice. Before co-founding James River Advisors, he served as Senior Vice President at two major investment firms and a trust company. He founded James River Advisors to offer a more personalized and conflict-free approach to financial guidance.
Tim values getting to know each client’s unique story and designing tailored strategies to support their investment, retirement, and family financial planning goals.
Tim is a proud graduate of Virginia Tech. He and his wife, Aliceon, have made their home in Forest, Virginia, where they raised their two sons, Thomas and Christian—both proud JMU Dukes. When he’s not working with clients, Tim enjoys fishing, playing golf, and, above all, spending quality time with his grandchildren as a proud granddad.”
Wendy Marshall
Service Consultant | All Locations
Wendy Marshall has 15 years of client service experience in the financial services industry. Her many years of experience enable her to create tremendous value for both clients and the firm. In addition to the extensive knowledge she brings to the business, she is responsible for back office operations, focusing on the administrative and compliance work for the team. Wendy also provides the firm and our clients many ancillary benefits, such as her service as a notary public in Virginia.
She resides in the Elkton area with her husband and two sons. In her spare time, she loves playing volleyball, fishing, and various outdoor activities.
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