Goals Based Investing

At James River, we believe that we need to simplify the planning process, lower barriers to entry in the investment world and offer exceptional expertise and support when requested. The Millennial Magic process accomplishes these goals.
  • ONLINE
  • LOW COST
  • TURNKEY PROCESS
  • NO MINIMUM INVESTMENT REQUIREMENTS

Mastering Money

A Simple Guide to Achieving Financial Success

Coming Soon!

Seminars for Millennials

Virtual Classroom

Coming Soon!

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

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

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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