RiversEdge Advisors is an independent, award-winning Investment advisory firm founded in Wilmington, DE in 2012. RiversEdge serves high-net-worth individuals and families seeking to maximize financial security and understanding. RiversEdge also provides a full suite of business advisory and planning solutions across insurance, retirement, and investment, including ongoing servicing and education. All solutions are delivered through customized, time tested, strategies and on a national scale.

RiversEdge Advisors is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Insurance

Investment Management

Professional Services

Retirement

RiversEdge Advisors, LLC

RiversEdge Advisors, LLC's headquarters in Wilmington, United States

Brian Carney

Jarrett Morris

The Client Services Team at RiversEdge Advisors, LLC, comprises Client Service Associates and a Client Success Manager who work collaboratively to ensure exceptional client experiences. Their primary responsibilities include managing client accounts, addressing client inquiries, facilitating transactions, and providing support for financial planning and investment needs. They also play a crucial role in maintaining client relationships through ongoing communication and personalized service to enhance client satisfaction and loyalty.

Client Services Team

The Leadership Team at RiversEdge Advisors, LLC, consisting of the Chief Executive Officer, Chief Financial Officer, and Chief Operating Officer, is responsible for setting the strategic direction of the firm, overseeing financial management, and ensuring operational efficiency. They coordinate efforts to deliver award-winning investment advisory services, business advisory, and planning solutions to high-net-worth individuals and families, ensuring the highest standards of service and compliance.

Leadership Team

This department provides financial planning and investment guidance to clients to help them achieve their financial goals.

Wealth Advisory

This department is responsible for managing financial processes, including accounting, taxation, and financial reporting.

Finance and Accounting

The Financial Planning and Investment team at RiversEdge Advisors, LLC is dedicated to aiding high-net-worth individuals and families in achieving their financial goals. This team collaborates to develop personalized financial plans and investment strategies, manage client investment portfolios, and provide ongoing financial education. They also ensure seamless investment operations and compliance while offering expert advice across various domains such as tax optimization and business valuation.

Financial Planning and Investment

This department provides guidance and strategies to help clients manage and grow their financial assets.

RiversEdge Advisors, LLC

Org chart

Teams

Client Services Team

Leadership Team

Wealth Advisory

Finance and Accounting

Financial Planning and Investment

Wealth Management

Offices

RiversEdge Advisors, LLC

Org chart

Teams

Client Services Team

Leadership Team

Wealth Advisory

Finance and Accounting

Financial Planning and Investment

Wealth Management

Offices

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