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

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

River Wealth Management provides investment advisory and related planning services to a mix of clients including individual and high‑net‑worth households, retirement plans, charitable organizations, banks, corporations, insurance companies and pension/profit‑sharing plans. The firm offers discretionary and non‑discretionary asset management, 401(k)/retirement plan advisory, and standalone financial planning and consulting engagements. Investment approaches are customized to client goals and may vary by advisor; the firm uses a range of methods (including fundamental, technical and cyclical analysis) and implements both long‑term and shorter‑term strategies with ongoing monitoring and rebalancing. River Wealth emphasizes tailored portfolios and permits clients to impose written investment restrictions, while it does not accept performance‑based fees or participate in wrap fee programs. Notable distinctions include a two‑owner, two‑managing‑member structure with ownership split evenly between two entities and total assets under management reported at about $83 million as of year‑end 2024. The firm’s principals maintain insurance licenses and one principal also operates a financial‑services software business focused on estate and legacy planning, and the firm generally custodies assets through an institutional relationship with Charles Schwab and does not vote client proxies.

To learn more about the advisors currently working at River Wealth Management 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.