River Wealth Advisors is a fee-only, SEC-registered investment advisor based in Camp Hill, PA and Allentown, PA. The company's slogan "Enriching the lives of our clients and community" reflects its commitment to understanding clients' needs and creating personalized financial and investment plans. The company offers concierge-level service in various areas including Individual and Multi-Generational Wealth Management, Comprehensive Financial and Retirement Planning, Trust and Estate Planning, Legacy Mapping, and Retirement Plans for Businesses. Founded in 2015, River Wealth Advisors focuses on providing a team-based service model with experienced and credentialed wealth advisors. The recent Private Equity Round investment on 01 February 2022 highlights the company's growth and potential. The investment was made by Merchant Investment Management, a key player in the financial services industry. However, it's important to note that the company's social media sites' information should not be construed as personalized investment advice or a recommendation to buy or sell securities. The site's content is subject to change, and while it is sourced from believed reliable sources, it is not guaranteed for accuracy or completeness. In terms of compliance, River Wealth Advisors reserves the right to remove any content deemed inappropriate or containing confidential information, profanity, or illegal material. Additionally, it retains the right to ban commenters who violate these parameters. Notably, visitors are urged to avoid posting positive reviews of their experiences with the company, as such testimonials may have legal implications under state and federal securities laws. This latest investment is indicative of River Wealth Advisors' potential for further expansion and influence in the Financial Services and Wealth Management industries.
Funding Stage | Amount | No. Investors | Investors | Date |
---|---|---|---|---|
Private Equity Round | Unknown | 1 | Merchant Investment Management | 01 Feb 2022 |
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