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Camp Hill, PA Office

Team
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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

100 Corporate Center Drive, Suite 102

Camp Hill PA 17011

Advisors at this office

13

Advisors at this office

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Heather R

CFP®, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Heather Rivas is a CFP® and Series 65-licensed advisor with River Wealth Advisors LLC, where she has worked for four years. She has a total of 11 years of industry experience, including seven years at PSECU prior to joining River Wealth Advisors. 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 uses a fundamentally oriented, customized investment approach and conducts regular portfolio monitoring and formal reviews.

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

CFP®, Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Jennifer Collins is a CFP® with 21 years of industry experience. She has worked at River Wealth Advisors LLC since 2015 and previously spent 10 years with Fma Advisory Inc. She holds Series 63 and Series 65 licenses. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement-plan services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm employs a fundamentally oriented, customized investment approach and conducts regular portfolio reviews, managing some accounts through proprietary model portfolios.

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

CFP®, Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Benjamin Dum is a Certified Financial Planner® with 29 years of experience in the financial services industry. He is currently with River Wealth Advisors LLC, where he has worked since 2022, following eight years at TIAA-CREF Individual & Institutional Services, LLC. Benjamin serves on the Finance Committee for the Partnership for Better Health, contributing to the oversight of the organization’s budgeting, regulatory compliance, and investment management. 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, utilizing proprietary model portfolios and a range of investment vehicles.

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

Series 65

Camp Hill, PA

River Wealth Advisors LLC

Jesse Robinson is a financial advisor at River Wealth Advisors LLC with five years of industry experience. He holds a Series 65 designation and has worked at River Wealth Advisors since 2020. Prior to that, he was employed at JMT and United Cerebral Palsy. 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 formal reviews at least quarterly.

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

CFP®, Series 63

Camp Hill, PA

River Wealth Advisors LLC

Bradford Houchins is a CFP® with 25 years of industry experience, currently serving as an advisor at River Wealth Advisors LLC since 2024. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC for a combined nine years. 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
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Mark L

Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Mark Loomis is a financial advisor at River Wealth Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with River Wealth Advisors since 2016. River Wealth Advisors provides 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 employs a fundamentally oriented, customized investment approach and conducts ongoing portfolio monitoring with formal quarterly reviews.

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

CFA®, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Edward O’Gorman is a CFA® charterholder and holds a Series 65 license, with 16 years of industry experience. He has been with River Wealth Advisors LLC since 2014. River Wealth Advisors provides discretionary and non-discretionary 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 process and manages 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
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William F

Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

William Fenimore is a financial advisor at River Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Griffin Financial Group, LLC for 17 years before joining River Wealth Advisors and Kenmar Securities, LLC. 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 uses 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
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Rachel S

Camp Hill, PA

River Wealth Advisors LLC

Rachel Stam is a CPA and owner of Stam & Associates CPAs, a public accounting firm she has operated since 2011. She is affiliated with River Wealth Advisors LLC, a team-based advisory firm in Camp Hill, PA, and has seven years of industry experience. River Wealth Advisors provides asset management, financial planning, 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, and utilizes proprietary model portfolios in its management strategies.

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

Series 65, Series 66

Camp Hill, PA

River Wealth Advisors LLC

Ralph Manna is a financial advisor with River Wealth Advisors LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has worked at River Wealth Advisors since 2019 and previously spent 13 years at Roof Advisory Group, Inc. 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 that tailors portfolios 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
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Andrew O

CFP®, Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Andrew O’Gorman is a Certified Financial Planner™ with seven years of industry experience. He is currently with River Wealth Advisors LLC, where he has worked since 2018, following a brief tenure at Axa Advisors. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm employs a fundamentally oriented, customized investment approach, regularly monitoring portfolios and conducting formal quarterly reviews.

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

Brian J

CFA®, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Brian Jankowski is a CFA® charterholder with nine years of industry experience. He is currently with River Wealth Advisors LLC and has worked at Fort Pitt Capital Group LLC and Roof Advisory Group, Inc. Brian is based in Camp Hill, PA. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement-plan services to a range of clients, including individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm follows a fundamentally oriented, customized investment approach and conducts ongoing portfolio monitoring with formal quarterly reviews.

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

Jay J

Series 65

Camp Hill, PA

River Wealth Advisors LLC

Jay Jajich is an advisor at River Wealth Advisors LLC and holds a Series 65 designation. He has worked in various roles since 2015, including positions at Tank Truck Outfitters, PNC Bank, and Sherwin Williams. Jay joined River Wealth Advisors in 2024. River Wealth Advisors provides discretionary and non-discretionary 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 approach tailored to risk tolerance, time horizon, and liquidity needs, utilizing proprietary model portfolios and a range of investment products.

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