James River Advisors

James River Advisors is a privately held financial advisory firm based in Forest, Virginia. With a team of 5 to 9 employees, the company generates an annual revenue of $2.5 million. James River Advisors distinguishes itself from traditional financial institutions by prioritizing client needs above all else. The firm specializes in providing comprehensive financial planning solutions tailored to individual clients. Their services encompass a wide range of financial needs, including investment management, retirement planning, family financial planning, tax planning and preparation, trust and estate planning, and insurance evaluations and protection. Driven by a commitment to client-centricity, James River Advisors operates with a low-cost structure, allowing them to offer competitive fees and personalized attention. They leverage resources, strategies, and practices that position them as leaders in the financial industry. For more information about James River Advisors and their services, please visit their website at jamesriveradvisors.com. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and James River Advisors are not affiliated.