River Wealth Advisors Has Hit the Double Digits!

We are celebrating our 10th anniversary this year!

River Wealth Advisors opened its doors in March, 2015 with two owners, three employees, one office location, and approximately $470M in assets under management. Over the last ten years, our team has grown to 18, including one of the original partners, Edward (Ed) O’Gorman, and a new partner, Rebecca (Becky) Stevenson, who was part of successfully transitioning ownership in September, 2021. With the intent of remaining independent and investing in growth, Ed and Becky have shifted the firm’s focus to leading with financial planning and delivering service excellence to our clients through a team-based approach. We are now a firm with two locations, one in Camp Hill and one in Allentown, serving well over 800 clients and managing approximately $1.23B in assets under management. We have expanded from having two advisors to now having seven, two of them successfully having completed our internal wealth advisor training program. Our growth has been steady and strategic, and we plan to continue to build upon our strong foundation to bring the best of our firm to our clients and new markets for many years to come.

While it is important to honor the past, the future of the firm is dependent upon us remaining entrepreneurial in our mindset and nimble in our service model to continue to evolve our offerings to provide even greater value to our clients of today and tomorrow.

Stay tuned for more information about our firm and our double-digit anniversary throughout the year. We would not be where we are today without you, our valued clients, and our talented and committed colleagues. We are grateful to all of you, as our partners and inspiration to continually do better. Thank you for being part of our past, present and future!