Bridging today’s reality with tomorrow’s aspirations

Markets may change but good financial
planning advice is timeless

We are James River Wealth Advisors

Since 1982, we have served individuals, families, and businesses in Central Virginia with one guiding principal: treat others as we would like to be treated. We understand the diverse needs of our clients because we are business owners with families, which is why we would never recommend a product or service that we did not fully understand or believe was needed. We are long-time neighbors and friends who simply desire to serve others with the knowledge and skills we have acquired in over 30 years of business.

MEET OUR TEAM

What We Offer

We are prepared to walk with you through every stage of your life, adjusting plans and strategies as your circumstances change because we understand that your dreams drive you.

Comprehensive Financial Planning

Insurance Planning

Investment Management (Wealth Strategies/Asset Allocation)

Business Planning Strategies

GuideWater

We help families across all diagnoses navigate special needs benefits and plan for the future—at your family’s pace.

Ongoing financial planning will ensure that families with loved ones who have special needs can live with peace of mind that their loved ones will be well taken care of when they are no longer here.  You don’t have to navigate this alone.

Our Clients

Alone you are smart. Together, we are brilliant.

We work with a wide-range of clients to create unique, goals-based financial plans. For every one of our individual clients, we envision and maintain a long-term plan to journey with them through the wealth accumulation and distribution phase of their life.

Retirement Planning

We educate and cultivate young professionals on the importance of diligent financial planning for retirement.  We work with those just starting the savings process to educate them on how starting the planning process early and using it as a living document that changes as life changes will help ensure they reach the goals they want, ending with the retirement they deserve.

Financial Planning

We help individuals build holistic, custom, goals-based financial plans that meet their unique goals. We work with those who have started the wealth accumulation phase to show how careful financial planning can help ensure they enjoy the same lifestyle in retirement that they are enjoying today.

Wealth Management

We also provide comprehensive services and strategies to those who have already accumulated assets and are looking for guidance on how to properly manage and protect them. For those already in retirement, successful financial planning includes wealth management strategies and legacy planning.

Who We Are

At James River, you’ll find passionate people from a variety of financial disciplines working together to bridge your current reality to your future aspirations with detailed financial planning methodologies. The plans are seamlessly integrated with the appropriate risk based investments paired with tax-efficient solutions for managing and preserving your wealth.
MEET OUR TEAM

We strive to serve our clients day in and day out by implementing the following core values:

Golden Rule – We believe in treating our clients and one another according to the Golden Rule, and that all other important values fall under this.
Repeatable Process – We believe in implementing repeatable processes to achieve a reliable client experience for every one of our individual clients.
Integrity (Accountability) – We believe in the value of follow-up and follow-through. We mean what we say, and we say what we mean.
Humility (Teachability) – We believe that no one team member works best alone. Instead, we take a team approach to serve our clients.

Bridging where you are to where you want to be through timeless financial advice / Contact us today to get started!

GET IN TOUCH

James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113

E: inquiry@jrwealth.com
P: (804) 323-0517

GuideWater
E: hello@guidewater.com
P: (804) 302-0502

Disclosures

Advisory services offered through James River Asset Management, LLC. Insurance services offered through James River Wealth Advisors.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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