Ed O'Gorman Shares the Importance of Financial Planning on Good Day PA!

Financial planning can bring piece of mind and River Wealth Advisors can help create a plan for you! CEO and Chief Investment Officer, Edward O’Gorman shares the importance of financial planning, how advice has changed since the 1980’s, and how to get in contact with his team.

Click here or hit the play button below to view the 4 1/2 minute segment.

This is a paid advertisement of River Wealth Advisors (“RWA”), which is a registered investment adviser with a primary business location in Pennsylvania. The segment is provided solely for educational and informational purposes and should not be construed as RWA’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. The segment should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion (including the opinion about the three credentials identified in the segment as being the “hallmark credentials,”) reflect the judgment of RWA’s principal on the date of the interview, which are subject to change. The statement that RWA is “affiliated with big national firms” is not intended to refer to other entities that control RWA, that are controlled by RWA, or that are under common control with RWA. Rather, the statement refers to entities that are independent of RWA but with whom RWA has entered into service arrangements for the ultimate benefit of RWA’s clients. While the segment refers to a fiduciary relationship being with a professional “that is free of conflicts of interest,” it is intended to refer to a fiduciary relationship with a professional that is free of undisclosed and material conflicts of interest. RWA and likewise, registered investment advisers that serve in a fiduciary capacity to their clients in exchange for advisory fees cannot completely eliminate all conflicts of interest but are required to provide full and fair disclosure of all applicable material conflicts of interest affecting the advisory relationship. Please refer to RWA’s ADV Part 2A, 2B, and Form CRS for a description of material conflicts of interest, and the ways in which RWA mitigates those conflicts as applicable. Past performance does not guarantee future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by RWA), will be profitable or equal any historical performance level. All investment strategies have the potential for profit or loss. Not all financial planning or advisory services will be appropriate or necessary for all clients, and the potential value and benefit of RWA’s services will vary based upon the client’s individual investment, financial, and tax circumstances. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. This clip may not be reproduced, distributed, transmitted, displayed, published, or broadcast without RWA’s permission.

Rebecca McClure