Tim Bourne

Background

About Tim Bourne

As Managing Partner of James River Advisors, my goal has been and continues to be focused on helping our clients manage their financial resources wisely and efficiently. All of the Advisors at JRA are guides, committed to helping our clients reach their financial goals. Our specialties: Planning, Managing, and Protecting your Investments Customized Professionally Managed Investment Models, Tax Efficient Savings and Income Strategies. Retirement Plans: IRA, 401K, Profit Sharing, Simple Plans."High Touch" Service Model Our "Conservative" planning and investment philosophy is based on "The Household Endowment Model" and focuses consistent income generating assets. We believe the best way to grow your assets, provide consistent income, reduce volatility, is by diversifying assets. Investments should not be limited to the stock and bond markets. Our recommendations commonly include; professionally managed ETF- no load fund models, fixed income, real estate income programs, private equity, and tax favored investments. Asset Custodian: Charles Schwab and Fidelity Investments. Our clients are often retirees or planning for future retirement. Others need account consolidation, or account review and analysis to asses risk, returns and fees. Some clients received an inheritance or need help with estate settlement or estate planning. We help divorcees, surviving spouses, and lump sum settlement recipients. I have worked as an Investment Advisor, Financial Planner, and Senior Wealth & Trust Advisor here in Central VA for over 30 years and I am pleased to introduce James River Advisors to you. We serve the mid-Atlantic and southeast from our home areas and offices in VA - Central, Southside, Southwest, and the Shenandoah Valley. Registered Representative of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research, Inc, a Registered Investment Adviser. James River Advisors and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, nor can we verify completeness or accuracy.