We provide the strength of a respected broker-dealer alongside the care of a local team.
The RiverGroup Financial Advisors
Providing solutions for the growth you seek
Whether it’s retirement, wealth strategies, legacy planning, or business strategy, we deliver trusted insight and support to move your financial goals forward— with clarity, confidence, and care.
Guiding Your Financial Journey With Confidence
With over 30 years of experience, we act as your trusted guides—helping you steer toward long-term financial independence.
At The RiverGroup Financial Advisors, we believe every financial journey—from building wealth and planning retirement to managing business transitions—deserves expert guidance you can rely on. For more than three decades, our advisors have partnered with individuals, families, and businesses—tailoring strategies in financial planning, estate planning, asset management, risk management and business benefit plans—designed to help you achieve true financial independence. As an independent team associated with Raymond James Financial Services, we uphold a client-first approach, bringing clarity to complex decisions and confidence to chart your future. Let’s navigate your course, together.
Our Solutions
Tailored Financial Strategies for Every Stage of Life and Business
Financial
Planning
A financial plan should be as dynamic as the life it represents. Building a financial plan around your specific goals creates a plan that is uniquely yours.
Estate
Planning
The highest priority of most people often includes their families. Estate planning is essential for distributing your wealth in life and after death.
Asset
Management
Balancing the risks of investing through asset allocation has increasingly become the foundation of investment portfolios.
Risk
Management
Investment risk management is the systematic process of identifying, assessing, and controlling potential threats to your financial goals.
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Business
Benefit Plans
Saving adequately for retirement is one of the most important ways a person can safeguard their future, and it makes employees less stressed, more productive and more effective. Companies can help by offering a plan that helps them do so.
Guiding Your Financial Journey with Experience and Care
Your financial journey is like a river
For over 30 years, The RiverGroup Financial Advisors has helped individuals, families, and businesses navigate life’s financial currents. Locally owned and deeply connected to the communities we serve, our team brings over a century of combined experience to every client relationship. As an independent practice aligned with Raymond James—a nationally respected leader in financial services—we offer the strength of a trusted broker-dealer with the personal attention of a local team. From retirement and estate planning to asset management and business benefit strategies, we’re here to guide your journey with clarity and confidence.
