River Wealth Advisors is an independent, fee-only, SEC-registered investment advisor, offering wealth management and retirement planning for individuals, business retirement plans, along with investment management for trusts and estates.

At River Wealth Advisors, we provide clients with personalized financial strategies that will guide them through the changing currents of their lives. So, whether you’re beginning to build your personal wealth, facing a financial life change or planning for retirement, we offer a straight-forward approach with disciplined financial strategies and sound risk management.

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.

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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.”