A complete list of active advisors currently associated with River City Wealth Management

Warmer can help you find a great advisor at River City Wealth Management or one who fits your needs even better.

River City Wealth Management provides discretionary wealth management and financial planning to individuals, high-net-worth clients, professionals, business owners, and retirement plans. The firm offers ongoing portfolio management and comprehensive planning services tailored during an initial consultation and periodic reassessments. The firm’s investment approach emphasizes long-term, diversified allocations informed by macroeconomic analysis, manager due diligence for mutual funds and ETFs, and third‑party research; individual equities and bonds are selected with an eye toward multi-year holdings and risk characteristics. River City Wealth Management establishes client objectives and risk tolerance at onboarding and reviews accounts at least annually while trading opportunistically to meet strategy objectives. Distinctive features include a compact, two-advisor team managing roughly $180 million in discretionary assets, with advisors holding CFP credentials and one advisor holding a CFA designation, despite the firm’s recent formation. The brochure discloses specific conflicts worth noting: the firm explicitly acknowledges an economic incentive when recommending IRA rollovers to its managed accounts and continues a legacy referral arrangement with Zoe Financial that results in ongoing referral payments; the firm also routinely recommends Schwab and receives custodial and other support services.

To learn more about the advisors currently working at River City Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michelle Barron	Jacksonville, FL	17
Brian Hughes	Jacksonville, FL	19

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