Business Details
Your Trusted Partner for Wealth Management Solutions
River Wealth Advisors is a client-focused wealth management firm dedicated to helping high-net-worth individuals and families achieve their financial objectives. Our team of experienced professionals, including CFA charterholders and CFP-certified advisors, works closely with clients to develop personalized investment strategies tailored to their unique circumstances. We emphasize a comprehensive understanding of risk and reward, ensuring our clients' plans reflect their specific goals for wealth preservation and legacy building. With offices in Allentown and Camp Hill, Pennsylvania, we combine local market knowledge with industry expertise to deliver concierge-level service.Our approach prioritizes client education through regular market insights and resources, while maintaining strict adherence to ethical standards and transparency. We serve clients through all stages of wealth planning, from initial asset accumulation to retirement and legacy mapping, with a commitment to disciplined financial strategies and sound risk management. Our team's collective experience spans decades of navigating complex financial landscapes, ensuring clients receive informed guidance aligned with their long-term objectives.
Services
Individual Wealth Management
Retirement Planning
Business Retirement Plans
Legacy Mapping
Portfolio Management
Financial Planning
Highlights and features
- Our team includes CFA charterholders and CFP-certified advisors with decades of combined experience
- We provide personalized investment strategies tailored to individual financial circumstances
- Client-focused approach emphasizes comprehensive risk assessment and wealth preservation
- Regular market insights and educational resources enhance client understanding
- Concierge-level service ensures tailored attention to each client's unique objectives
What people say
Personalized strategies
Professional expertise
Excellent communication
Proactive planning
Client-focused approach
Services
Individual Wealth Management
We develop personalized wealth management strategies for high-net-worth individuals and families. Our approach combines market analysis with individual financial goals to create comprehensive investment plans. Services include asset allocation, tax-efficient investing, and ongoing portfolio management tailored to each client's unique circumstances.
Retirement Planning
Our retirement planning services help clients prepare for financial independence through customized savings and investment strategies. We analyze current assets, projected needs, and risk tolerance to create sustainable income plans. Services include Social Security optimization, pension analysis, and tax-advantaged account management to ensure long-term financial security.
Legacy Mapping
Legacy mapping services help clients preserve wealth for future generations through strategic estate planning. We coordinate with legal professionals to establish trusts, charitable foundations, and beneficiary designations. Our approach ensures wealth transfer aligns with clients' values while minimizing tax implications and legal complexities.
Portfolio Management
Professional portfolio management services provide ongoing investment oversight and rebalancing. We employ diversified strategies across asset classes to meet specific financial goals. Regular performance reviews and market analysis ensure portfolios remain aligned with clients' risk tolerance and long-term objectives while adapting to changing market conditions.
Financial Planning
Our financial planning services integrate all aspects of personal finance into cohesive strategies. We address cash flow management, insurance needs, education funding, and major life events through detailed analysis. This holistic approach ensures all financial decisions work together toward achieving clients' short-term and long-term objectives.
People
Edward OGorman
Managing Partner, Chief Executive Officer
MBA and CFA charterholder with extensive wealth management experience. Leads strategic direction while maintaining active client relationships. Brings over 20 years of financial industry expertise to River Wealth Advisors.
Rebecca Stevenson
Managing Partner, Chief Client Officer
Marketing and client relations expert with deep understanding of client needs. Oversees client experience and brand development. Recognized for creating innovative client engagement strategies that enhance long-term relationships.
Jennifer Collins
Partner, Senior Wealth Advisor
Certified Financial Planner with specialized expertise in retirement planning. Develops customized investment strategies for high-net-worth clients. Brings 15+ years of experience in comprehensive financial planning and wealth preservation.
Benjamin Dum
Partner, Senior Wealth Advisor
CFP professional focusing on complex financial planning scenarios. Specializes in tax-efficient investment strategies and business succession planning. Combines technical expertise with personalized client service to deliver practical solutions.
Heather Rivas
Wealth Advisor
CPA and CFP dual-certified advisor offering integrated tax and investment planning. Focuses on optimizing financial outcomes through coordinated wealth management strategies. Brings unique perspective combining accounting expertise with investment management.
Questions
What sets River Wealth Advisors apart from other financial firms?
Our client-focused approach combines personalized service with industry expertise. We develop tailored strategies that align with individual goals rather than offering generic solutions.
How do you determine the right investment strategy for clients?
We conduct comprehensive assessments of financial goals, risk tolerance, and market conditions to create customized investment plans that evolve with changing circumstances.
What qualifications do your advisors hold?
Our team includes CFA charterholders, CFP-certified professionals, and CPAs with decades of combined experience in wealth management and financial planning.
How often do you review investment portfolios?
We conduct quarterly reviews and provide ongoing monitoring to ensure portfolios remain aligned with clients' objectives and market conditions.
Do you work with clients outside Pennsylvania?
While based in Pennsylvania, we serve clients nationwide through virtual consultations and digital portfolio management tools.
What happens during the initial consultation?
The first meeting focuses on understanding your financial situation, goals, and concerns to determine if we're a good fit for your needs.
