At River Wealth Advisors, we pride ourselves on getting to know each of our clients, what drives them, and what their goals are. We then use this knowledge to develop a personalized financial plan that will guide them through the changing currents of their lives and help them achieve long-term financial success. From building personal wealth to facing a financial life change or planning for retirement, we offer a straight-forward approach with disciplined, fee-only financial strategies and sound risk management.

Enriching the lives of our clients and community is our mission, and we stay focused on delivering on that vision. We look forward to getting to know you and helping you develop your path to long-term financial success.

 
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Experienced River Wealth Advisors - Robert Caplan and Edward O'Gorman

Experienced Wealth Advisors

The firm harnesses the skills of highly accredited and experienced professionals to assist clients in protecting and growing their assets. Our staff has the industry experience and deep understanding of the market to help clients achieve their financial objectives.

Services Beyond Investing

Services Beyond Investing

We believe investors are enriched by having a team of trusted advisors. We collaborate with our clients’ attorneys, CPAs, insurance brokers, pension plan administrators and others to provide services beyond investing.

 
 
 
 
 
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Investor Resources

River Wealth Advisors is committed to enriching investors by sharing insights and knowledge about the market.

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Understanding Risk & Reward

We believe that investors benefit when they gain a better understanding of their tolerance for risk and expectation of reward.

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River Wealth Advisors Named 2018 Readers’ Choice

“We appreciate the support from the community and are proud to be recognized as Readers’ Choice for financial planner,” said Robert Caplan, CEO of River Wealth Advisors. “We continually strive to provide our clients with personalized financial strategies to guide them through all their life phases.”