Ali Bircher To Serve As Operations Administrator
River Wealth Advisors announced that Ali Bircher has joined the firm as Operations Administrator. In her new role with the financial advisory, Ms. Bircher will assist with the day to day operations of the firm that link both investments and wealth planning, work with our new clients to coordinate a seamless on-boarding process and establish a client/advisor relationship with River Wealth, coordinate client and community events, and serve as marketing liaison for the firm. She attended Central Penn College for Business Management Administration and comes to the firm with several years of experience in the finance industry.
“Having Ali, who has such a unique blend of capabilities, dedicated to improving our client’s overall experience will help take us to the next level,” said Robert Caplan, CEO of River Wealth Advisors. “We’ve seen tremendous growth over the last year. The addition of Ali will ensure that we maintain our high standards for the firm and our clients.”
A fee-only investment firm, River Wealth Advisors provides financial planning, investment management, risk management, business, estate and retirement planning. The firm harnesses the skills of highly accredited and experienced professionals to assist clients in protecting and growing their assets.