A complete list of active advisors currently associated with River Wealth Advisors LLC

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

River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, retirement plans, and businesses. The firm accepts both discretionary and non‑discretionary engagements and can serve plan sponsors in ERISA Section 3(21) advisory roles and, when engaged, in a Section 3(38) discretionary capacity. River Wealth uses a fundamentally driven investment process to build customized portfolios across stocks, bonds, mutual funds, and ETFs, and also manages assets through similarly managed model portfolios. The firm monitors accounts on an ongoing basis, may execute cross‑transactions in limited situations, and incorporates planning tools such as securities‑based lending analysis and access to Dimensional Fund Advisors funds where appropriate. River Wealth’s ADV discloses a prior consent agreement with the Pennsylvania Department of Banking and Securities stemming from a registration lapse for two employees; the firm agreed to an administrative assessment, ended its relationship with the previously engaged compliance consultant and law firm, and adopted internal controls to address registration oversight. Such a disclosure event is relatively uncommon for multi‑team advisers and may be material to prospective clients assessing the firm’s regulatory and compliance history.

To learn more about the advisors currently working at River Wealth Advisors LLC, 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.