A complete list of active advisors currently associated with River Raisin Investment Partners, Inc.

Warmer can help you find a great advisor at River Raisin Investment Partners, Inc. or one who fits your needs even better.

Schwallier Wealth Management (Fee-Only FiduciaryAdvisors LLC) serves individual and high-net-worth clients as well as corporate retirement plans, offering portfolio management, financial planning, institutional retirement advisory services, participant account management, and employee education. The firm provides both AUM-based portfolio management and fixed-fee or hourly financial planning options, and also works with retirement plan sponsors on investment policy development and vendor selection. The firm takes an individualized asset-allocation approach, typically relying on exchange-traded funds and a mix of fundamental, technical, and tactical analysis, and it documents plan processes such as benchmarking and monitoring for ERISA-covered plans. Clients receive periodic reviews (at least annually for managed accounts and quarterly reporting from custodians), and participant accounts connected to a third‑party platform are reviewed at least quarterly for rebalancing and fee management. What is distinctive is the firm’s role in participant-level services: it uses a third‑party platform to provide discretionary management of held-away defined contribution participant accounts while avoiding custody, and it actively provides vendor searches and benchmarking for institutional plans. The brochure also discloses that the firm generally does not accept household relationships below $500,000 and that it receives platform and vendor-related benefits (for example, LPL transition assistance and conditional access to Riskalyze tied to Invesco fund holdings), conflicts the firm says it discloses and manages.

To learn more about the advisors currently working at River Raisin Investment Partners, Inc., 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
Scott Burns	Monroe, MI	20
Adam Mclaughlin	Monroe, MI	19

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