OUR STORY
Since 1982, we have served individuals, families, and businesses in Central Virginia with the guiding principal to treat others as we would like to be treated. We understand the diverse needs of our clients because we are business owners with families. This also lends itself as to why we would never recommend a product or service that we did not fully understand or believed would meet our clients’ needs over the long run. We are long-time neighbors and friends who simply desire to serve others with the knowledge and skills we have acquired in the over 30 years we have been in business.
We are prepared to walk with you through every stage of your financial life, adjusting plans and strategies as your circumstances change because we understand that your dreams drive you. It’s helping you finance those dreams through timeless financial advice that drives us.
OUR TEAM
JAMES RIVER WEALTH ADVISORS
KELLY GANNON, CFP®, ChSNC®
Senior Financial Planner
ALVIN (AL) MILLER
Chief Investment Officer
Investments
SALLY ORR
Portfolios Manager
LUKE SWYGARD
Owner and Senior Financial Advisor
ROBERT (BOB) FITCH, CLU®, ChFC®*
Chairman Emeritus
KERI WATTS
Director of Operations
Administrative Support, Operations
KENDALL SEXTON
Relationship Manager
Eli's Village
MARY JO SCHWALENBERG
Life Insurance Administrator
ALOK UPADHYAYA
Financial Advisor
ASHLEY FREY
Senior Medicare Benefits Consultant
MARK C. PACKETT, CLU, ChFC
Advanced Markets
CHARLES (CHUCK) CLEMENT, CLU®, CPCU®
Business Planning, Operations, Eli's Village
OUR PROCESS
At James River, our process is to listen, diagnose and craft holistic, goals-based financial plans based on our clients’ unique needs. Following a fiduciary approach that combines investment suitability and risk tolerance due diligence, we address head-on the challenges and issues a client has, but does not want, and help create a path to the results they want, but do not have. Overall, our process aspires to a “10X philosophy” that seeks to achieve for our clients an overall experience that is ten times (10X) better than what they expected or experienced previously with a competitor firm.
2. Clarify: We gain clarity on our clients’ needs and goals.
3. Plan: We build a plan that will bridge the gap between where clients are now and where they want to be.
4. Invest: We then fulfill the plan.
5. Communicate: We work with our clients to agree on how often and by what method to communicate, review, and update the plan as life events occur.
6. Review: As time goes on, we repeat these steps as necessary.
Bridging where you are to where you want to be through timeless financial advice / Contact us today to get started!
James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113
Eli's Village
E: inquiry@elisvillage.com
P: (804) 302-0502
Securities offered through J.W. Cole Financial, Inc (JWC) Member FINRA/SIPC. Advisory Services offered through James River Asset Management LLC. James River Wealth Advisors and James River Asset Management LLC are unaffiliated entities of J.W. Cole Financial.
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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