Celebrating Seven Years as River Wealth Advisors!

We celebrated our seventh anniversary as River Wealth Advisors on March 23, 2022. We wouldn’t be here without YOU! We are grateful for your partnership over the last seven years and look forward to continuing to improve upon your experience in the years to come. Below is a high-level overview of our journey to date, with some updates since our actual anniversary:

• Over the last seven years, we have grown from 350 clients with $400M assets under management (AUM) and five employees to over 740 clients with approximately $1B of AUM and 18 employees!

• We have grown our footprint to now include two offices: our original office in Central Pennsylvania and our second office in the Lehigh Valley.

• Our firm started with two advisors and now we have four full-time advisors and two senior client relationship managers.

• We successfully executed on our internal succession plan, creating continuity and stability for the firm, our colleagues, and the client experience. Our ability to continue to serve our clients under the River Wealth banner is a source of pride for all of us and distinguishes our firm from so many others that are selling to third-party roll-up businesses.

• Although there has been change and growth over the last seven years, our number one priority remains bringing the best of our firm to each of you. Our commitment going forward is to constantly improve upon our service model and communication about our investment philosophy and practices.