Markets may change but good financial
planning advice is timeless
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
Investment Management (Wealth Strategies/Asset Allocation)
Business Planning Strategies
Taking care of any child takes a village. Taking care of an exceptional needs child takes a very specific village, and we want to help. Eli’s Village offers resources for navigating the world of financial planning for families with special needs children. We recognize that special needs families have a heightened need for financial planning. 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.
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.
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.
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.
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.
James River Gives Back
Food For The Body
Number of Meals Donated
Food For The Soul
Number of Bibles Donated
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.
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.