A complete list of active advisors currently associated with Rivermax Financial Planning LLC

Warmer can help you find a great advisor at Rivermax Financial Planning LLC or one who fits your needs even better.

Rivermax Financial Planning LLC is an independent investment adviser that offers discretionary portfolio management alongside both project‑based and ongoing comprehensive financial planning for individuals and high‑net‑worth clients. The firm’s planning services cover areas such as investment policy development, business planning, employee benefits optimization, cash‑flow and debt management, tax strategies, estate planning, and written financial plans. Rivermax describes an approach that combines passive and active strategies, individualized Investment Policy Statements, and the use of model portfolios available through the Altruist Model Marketplace to implement asset allocation and security selection. Its stated methods include fundamental, quantitative, technical and cyclical analysis, and the brochure discloses the potential use of higher‑risk techniques such as options, margin, and short sales when appropriate. Distinctive features noted in the brochure include that this is the firm’s first Form ADV filing and it currently reports no assets or clients, and that Rivermax requires clients to use the Altruist custodial platform and may subscribe client accounts to Altruist model portfolios (with model fees included in its advisory fee). The firm also emphasizes a documented, client‑collaborative planning process with scheduled check‑ins and annual plan updates and offers both one‑time and ongoing engagements with negotiated fee arrangements.

To learn more about the advisors currently working at Rivermax Financial Planning 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.