River Wealth Advisors

Retirement Planning Firm in Camp Hill, PA

Firm Info
Address: 100 Corporate Center Dr Suite 102, Camp Hill, PA 17011, USA
Phone: (717) 888-9830

Firm Size
Assets Under Management: $818.3 million
# of Advisors: 7
# of Clients: 1,891
Client to Advisor Ratio: 270:1
Average Account Size: $432,734
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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River Wealth Advisors LLC Overview

Liberty Wealth Management, LLC is a fee-based registered investment advisory firm based in Oakland, CA, that has been in business since 2018. As an investment advice-only firm, they provide clients with a wide range of services that include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, and the selection of other advisors. Additionally, they offer educational seminars and workshops that are geared towards helping their clients better understand the complexities of the financial industry. At Liberty Wealth Management, LLC, they believe in working together with their clients to help them achieve their financial goals. They understand that every individual or business is unique, which is why they tailor their approach to meet the specific needs of each of their clients. Their team of experienced professionals is committed to providing the highest level of customer service, and they work diligently to ensure that their clients remain satisfied with their services. One of the additional services offered by Liberty Wealth Management, LLC is their solicitors - third-party marketer program. This program is designed to help other financial professionals grow their business by referring clients to Liberty Wealth Management, LLC, and earning a fee for their efforts. This program is particularly useful for those who may not have the resources or expertise to offer their clients a wider range of investment services, and it is an excellent way for them to expand their service offerings while still providing their clients with the same high level of care and attention.

River Wealth Advisors LLC provides top-notch financial planning and investment management services to an array of clients, spanning across individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. The firm has a wealth of experience in serving diverse client needs, making it a trusted partner for clients from all walks of life. When it comes to fee structures, River Wealth Advisors LLC offers clients multiple options to choose from. Depending on the level of service provided, clients can opt for percentage of assets under management (AUM), hourly fees, or fixed fees. The percentage of AUM fee structure is popular among clients who prefer to have their investment portfolios managed by the firm's skilled professionals. The hourly fee option is suitable for clients seeking one-time consultations or personalized advice on specific financial issues. The fixed fee model is ideal for clients who need comprehensive financial planning and advisory services. Regardless of the fee structure chosen, clients can rest assured that they are receiving quality services at competitive rates.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for River Wealth Advisors LLC does not mention an investment minimum. Therefore, it is unclear what the minimum investment amount would be for potential clients. We recommend contacting the firm directly to inquire about their investment minimums.

How This Office Can Help Camp Hill, PA Residents

Capital Wealth Advisors is committed to helping clients in Utah County, UT achieve their financial goals and improve their financial well-being. The firm helps clients in all stages of life, from young professionals just starting out to retirees looking to protect and grow their wealth. With a focus on education, Capital Wealth Advisors empowers clients to make informed decisions about their finances. Utah County residents face a variety of unique financial challenges, including high living costs, volatile job markets, and the uncertainties of retirement. Capital Wealth Advisors assists clients by creating customized financial plans tailored to their specific needs and goals. The firm's services include investment management, retirement planning, estate planning, and tax planning. Through proactive communication and ongoing support, Capital Wealth Advisors helps clients navigate the challenges of managing their finances and make confident decisions about their future.

To view the Minimum Investment and Fee Schedule for River Wealth Advisors LLC, visit their Part 2 Brochure.

Services Offered by River Wealth Advisors LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by River Wealth Advisors LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 100 Corporate Center Dr Suite 102, Camp Hill, PA 17011, USA
Phone (717) 888-9830
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

River Wealth Advisors LLC is registered to service clients in the following states:

  • California
  • Florida
  • Illinois
  • Maryland
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • Pennsylvania
  • South Dakota
  • Texas
  • Vermont
  • Virginia

Disciplinary History

River Wealth Advisors LLC does not have any disclosures. Please visit it's Form ADV for more details.