A complete list of active advisors currently associated with Rivertree Wealth

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

Rivertree Wealth serves individual and high‑net‑worth clients and offers discretionary investment management alongside standalone financial planning services. The firm provides ongoing portfolio oversight as well as separate planning engagements and does not impose a formal account minimum to establish a relationship. Rivertree’s investment approach is grounded in modern portfolio theory and passive management, implementing diversified, risk‑based allocations across mutual funds, ETFs, equities, and fixed income on a discretionary basis. The adviser conducts regular reviews—typically quarterly—and treats held‑away retirement accounts as part of a client’s overall investable assets to inform its advice. Founded in 2024 and registered with the SEC, Rivertree manages a mid‑sized asset base with a small, multi‑office team, a combination that is less common among peers. The firm does not accept proxy‑voting authority for client securities, recommends multiple custodians (including Schwab, Altruist, and the recently added Fidelity), and does not retain third‑party subadvisers, which may affect custody and operational arrangements.

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

You can also browse Rivertree Wealth's office locations.

Name	Location	Years of experience
Jacob Duke	Little Rock, AR	7
Sean Hilliard	Wake Forest, NC	8
Justin Hobbs	Denver, CO	11
Shaun Mize	Gilbert, AZ	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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