OUR APPROACH

Why River Wealth?

At River Wealth Advisors, we pride ourselves on getting to know each of our clients, what drives them, and what their goals are. We then use this knowledge to develop a personalized financial plan that will guide them through the changing currents of their lives and help them achieve long-term financial success. From building personal wealth to facing a financial life change or planning for retirement, we offer a straight-forward approach with disciplined, fee-only financial strategies and sound risk management.

Enriching the lives of our clients and community is our mission, and we stay focused on delivering on that vision. We look forward to getting to know you and helping you develop your path to long-term financial success.

Click on the image to the left to hear what makes River Wealth Advisors unique.

Wealth Management Team

Experienced wealth advisors Robert Caplan, MBA, CFA, and Edward O’Gorman, MBA, CFA, lead the River Wealth team. Our team has the financial expertise and deep understanding of the market to help our clients achieve their financial objectives.