A complete list of active advisors currently associated with River's Edge

Warmer can help you find a great advisor at River's Edge or one who fits your needs even better.

River’s Edge Wealth Management serves individual and high‑net‑worth clients, with a stated emphasis on physicians and owners of closely held businesses, managing roughly $157 million across about 217 client relationships. The firm provides discretionary portfolio management, comprehensive financial planning, retirement‑rollover guidance, direct indexing strategies, and periodic educational seminars, and it also offers contract review services for physician employment agreements. The firm’s investment approach is evidence‑based and goal‑driven, favoring diversified, passive‑tilted allocations with attention to tax efficiency and long‑term risk management; client accounts are typically managed on a discretionary basis and may include client‑imposed restrictions. River’s Edge uses direct indexing as a tax‑loss harvesting tool and employs technology—such as AI-assisted real‑time note‑taking on web calls with an opt‑out option—to support client communication and recordkeeping. What is uncommon for a firm of this size is that River’s Edge sponsors a wrap fee program that consolidates advisory, custody and trading services, and it regularly offers educational seminars or workshops for clients and professionals. The combination of a small, four‑advisor team, a focus on physician clients (including contract review), and the firm’s direct indexing and seminar offerings distinguishes it from many peers.

To learn more about the advisors currently working at River's Edge, 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.