Guiding you through every stage of life’s financial journey.

Comprehensive Financial Services for Individuals and Businesses

Strategic Planning. Personalized Solutions.
Lasting Impact.

From building a financial foundation to creating your legacy plan, The RiverGroup offers holistic financial services tailored to your goals.
Explore how we can help you preserve, grow, and transfer your wealth with confidence.

Our Services: Tailored for Every Financial Stage of Life

At The RiverGroup, every financial journey begins with a conversation— not a product pitch. Whether you’re planning for retirement, managing business benefits, or creating your estate plan, we begin by understanding your full financial picture. We take the time to learn about your goals, your experience, your comfort with risk, and what a successful future looks like to you.

Our personalized approach means every strategy—whether for investing, preserving assets, or building a legacy—is tailored to your specific needs. With tools like retirement calculators, custom risk assessments, and one-on-one planning sessions, we help bring clarity to complex decisions so you can move forward with confidence.

Working with The RiverGroup means more than just receiving advice—it means building a relationship founded on trust, transparency, and long-term success. Our clients benefit from:

  • Meaningful relationships and personalized attention
  • Strategic coaching that helps simplify decision-making
  • Tools and insights to cut inefficiencies and boost financial health
  • Leadership guidance for business owners managing benefits or transitions
  • Time-tested strategies that help you do more with what you’ve earned

Let us help you plan smarter, invest wisely, and retire with purpose.

Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Financial Planning

A financial plan should be as dynamic as the life it represents.  Realistic goals provide the foundation for a solid financial plan.  Because no two people are the same, building a financial plan around your specific goals creates a plan that is uniquely yours.  We will work closely with you to identify and define your near-term and long-term goals.  We consider your comfort level with risk so investments can be made accordingly.  Even more important, we will set metrics with which to define success and adjust your plan as necessary.

The highest priority of most people often includes their families.  Estate planning is essential for distributing your wealth in life and after death.  It allows you to preserve your family values and ensure that your assets benefit the people, and causes, in accordance with your wishes.  Estate planning provides certainty and control over all you’ve worked for and accumulated during your lifetime.  Our team, along with knowledgeable attorneys, can assist in creating or managing a plan that meets your priorities.

Balancing the risks of investing is a core tenant of asset management.  Asset allocation has increasingly become the foundation of individual, as well as institutional, investment portfolios.  Asset allocation entails exchanging the potential to reap a higher return – and the risk of taking an equally dramatic loss – for the likelihood of generating a more consistent, positive return over the long term.  The general idea is that instead of devoting the bulk of your assets to a particular sector or even one specific investment, you choose different types of investments.  The value in this approach is the assumption that each asset class will react somewhat differently to given economic events and cycles.

Investment risk management is the systematic process of identifying, assessing, and controlling potential threats to your financial goals.  Since all investments carry some level of risk, this strategy is designed to help safeguard your portfolio from market uncertainties while balancing potential returns with potential losses.  A sound risk management strategy follows a process of risk identification, risk assessment, risk mitigation, and risk monitoring. We believe that by implementing various strategies, investors can potentially manage and reduce their exposure to risk.

We believe that 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 that help employees with their retirement planning and financial wellness are more likely to experience these benefits, as well as boost employee attraction and retention.  We work with plan sponsors on plan design, employee education, investment analysis, benchmarking and fiduciary plan governance.

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We’re here to listen, advise, and support you—every step of the way.

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