Allentown, PA Office

Team
Updated today
River Wealth Advisors LLC logo

River Wealth Advisors LLC

Team

Firm-wide stats for River Wealth Advisors LLC

Total advisors

16

Across 2 offices

Clients per advisor

55 Typical

Avg AUM per client

$1,614,610 High

HNW client ratio

42% High

About

River Wealth Advisors offers discretionary and non‑discretionary asset management, financial planning, investment consulting and retirement‑plan services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses and plan sponsors. The firm also advises on assets held in variable life and annuity contracts, 529 plans, and other employer‑sponsored retirement accounts and may incorporate limited planning work into its asset‑management engagements.

The firm follows a fundamentally oriented, customized investment approach, evaluating issuer management, financial strength, style drift and other company‑level factors to build allocations across stocks, bonds, mutual funds and ETFs; it may consider legacy or private positions but does not typically recommend them. River Wealth monitors portfolios on an ongoing basis, conducts formal reviews at least quarterly, and manages some accounts through proprietary model portfolios with practices for order aggregation and limited cross‑transactions.

Notable disclosures in the brochure include participation in the Schwab Advisor Network and use of third‑party introducers, with the firm disclosing that it pays solicitor/referral fees and receives institutional services and other economic benefits from custodians (Schwab and Fidelity), which it identifies as potential conflicts of interest. The brochure also highlights specific conflicts the firm addresses — for example, rollover recommendations and securities‑based loan considerations — states it is fee‑only and does not charge performance‑based fees, and reports no legal, regulatory, or disciplinary events in Item 9.

Based on River Wealth Advisors LLC

Expertise

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Wealth management Charitable giving & philanthropy

Based on River Wealth Advisors LLC

Occupation focus

Founder/Business Owner Retired

Based on River Wealth Advisors LLC

Location

842 West Hamilton

Allentown PA 18101

Advisors at this office

3

Advisors at this office

user avatar

Debra H

Series 65

Allentown, PA

River Wealth Advisors LLC

Debra Hippensteel is a financial advisor at River Wealth Advisors LLC in Allentown, PA, holding a Series 65 credential with six years of industry experience. She has worked at River Wealth Advisors since 2019 and previously spent 19 years at BB&T Bank and its predecessor institutions. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Eric W

CFP®, Series 66

Allentown, PA

River Wealth Advisors LLC

Eric Wiegand is a CFP® with 19 years of industry experience, currently serving at River Wealth Advisors LLC since 2020. His prior experience includes roles at BB&T Securities, BB&T Investments, BB&T Bank, and Charles Schwab. He serves as a board member of Cay Galgon Life House, a shelter supporting homeless mothers and babies in the Lehigh Valley. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
user avatar

Judith S

Series 66

Allentown, PA

River Wealth Advisors LLC

Judith Savchak is a financial advisor at River Wealth Advisors LLC with nine years of industry experience. She holds a Series 66 designation and has worked at River Wealth Advisors since 2019. Her prior experience includes roles at BB&T Bank, BB&T Investment Services, Inc., and BB&T Securities, LLC. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and investment consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm employs a fundamentally oriented, customized investment approach and conducts ongoing portfolio monitoring with regular formal reviews.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
View complete list of advisors at this office
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