Camp Hill, PA Office
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River Wealth Advisors LLC
Team
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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
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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