Thank You for an Incredible 10 Years!
It is hard to believe 10 years have passed since River Wealth Advisors officially opened in March of 2015. As we reflect back on those years, we are grateful for the relationships we have built with our clients and colleagues. We wanted to share with you our Top 10 list of memorable and impactful moments from our 10 years as River Wealth (in chronological order). And, we would love for you to share any special memories you have with us too!
River Wealth incorporates as a new firm, spinning off from its predecessor firm, in November 2014 with 325 clients and just under $400M of assets under management (AUM).
River Wealth opens its doors at 3401 N. Front Street in Harrisburg in March 2015 with two partners and three employees.
River Wealth opens its second office in 2019, this one in downtown Allentown to serve clients in the Lehigh Valley.
COVID-19 strikes in March of 2020, and the world shuts down. River Wealth remained open for business without one day of closure to be available to our clients.
River Wealth moves its Harrisburg office to 100 Corporate Center Drive in Camp Hill in February 2021.
Edward O’Gorman and Rebecca Stevenson, along with equity minority partner, Merchant Investment Management, purchase the firm in September 2021.
River Wealth expands its financial advice and planning offering, delivered through a newly designed client service model, to clients in January 2023.
River Wealth designed an internal advisor training track, which was implemented in 2022 and by early 2024, we celebrated the promotion of two new wealth advisors who graduated from the program.
The awards start rolling in, with colleagues from Camp Hill and the Lehigh Valley being recognized in the following ways: Women of Influence; 40 Under 40; inclusion in Power Lists for Banking, Accounting, Finance & Wealth Management; inclusion in Power 100 Lists.
The firm now has over 850 clients, 20 team members, $1.32B in AUM (as of 6.30.25), and is about to open its third office in October.
We wouldn’t be here without you. Thank you for your partnership and trust over the last 10 years. We are grateful to have you as part of the River Wealth family!