A complete list of active advisors currently associated with White River Investments

Warmer can help you find a great advisor at White River Investments or one who fits your needs even better.

White River Investments works with individual and high‑net‑worth clients, providing discretionary portfolio management, financial planning, and wealth/family office services. The firm also offers private equity advisory on a nondiscretionary basis and one‑on‑one financial counseling that addresses clients’ financial behaviors and goals. Investment advice is tailored and typically implemented on a discretionary basis using a mix of in‑house strategies, third‑party model portfolios, and alternative investments, with ESG screening applied through Morningstar. The firm discloses use of digital assets, real estate, options and structured products in client portfolios and conducts quarterly due diligence and consolidated reporting for private equity holdings. Compared with peers of similar advisor size, White River’s service mix is notable for delivering family office–style offerings—family continuity, trustee oversight, integrated tax and financial planning, lifestyle management and family philanthropy—despite modest assets under management and a small, concentrated client base. The combination of behavioral financial counseling, formal ESG screening, and explicit digital‑asset advisory is atypical for a supported firm with two advisors and fewer than fifty clients.

To learn more about the advisors currently working at White River Investments, 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.