A complete list of active advisors currently associated with Riverland Wealth Management

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

Riverland Wealth Management is a fee-only registered investment adviser that serves individuals (including high-net-worth clients), charitable organizations, and businesses. The firm offers discretionary investment management, project-based financial planning, and retirement plan consulting, and makes Charles Schwab institutional 529 investment options available to clients. The firm’s investment process applies modern portfolio theory and asset-allocation principles, combining passive and active fund selection with fundamental and cyclical analysis; alternative investments are recommended only when suitable and not invested into directly on a discretionary basis. Accounts are managed on a discretionary basis with quarterly reviews, and clients may impose written investment restrictions while generally being positioned for long-term holdings with occasional short-term trades as appropriate. Riverland is notable for a relatively large client roster given its size — it serves 319 clients with two advisers — and for operational choices that differ from many peers, such as executing trades on an individual rather than aggregated (block) basis. It also maintains standing letters-of-authorization for a substantial subset of clients (142 clients representing about $17 million) and relies on custodial statements for account reporting rather than producing separate in‑house performance reports.

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