Guided by Your Vision
A firm built on lasting partnerships
Our Mission
We seek to enrich our clients’ lives as their most trusted partner by aligning wealth with values through deep understanding, honest guidance, and lasting partnership.
Who We Are
Riverpoint was founded in 2007 as an independent wealth advisory firm to serve individuals and those they care about in an unconflicted and deeply personal way that puts clients before everything else. Nearly two decades later, what we are most proud of are the lives we have helped enrich — clients who have found greater clarity, greater freedom, and a depth of fulfillment with their wealth that they may not have considered possible when we first met.
Riverpoint was founded in 2007 as an independent wealth advisory firm to serve individuals and those they care about in an unconflicted and deeply personal way that puts clients before everything else. Nearly two decades later, what we are most proud of are the lives we have helped enrich — clients who have found greater clarity, greater freedom, and a depth of fulfillment with their wealth that they may not have considered possible when we first met.
How We’ve Grown
Over the years, Riverpoint has grown with intention — deepening our advisory capabilities, strengthening our operations, and adding leadership that brings new perspective and expertise to the firm. We have embraced technology not for its own sake, but to serve clients more precisely and efficiently.
Today, Riverpoint is partnered with a select group of clients — individuals and those they care about who are serious about their financial future and looking for something more than investment management. A partner who understands them completely. A firm that thinks not just about this year, but about a lifetime.
Today, Riverpoint is partnered with a select group of clients — individuals and those they care about who are serious about their financial future and looking for something more than investment management. A partner who understands them completely. A firm that thinks not just about this year, but about a lifetime.
Over the years, Riverpoint has grown with intention — deepening our advisory capabilities, strengthening our operations, and adding leadership that brings new perspective and expertise to the firm. We have embraced technology not for its own sake, but to serve clients more precisely and efficiently.
Today, Riverpoint is partnered with a select group of clients — individuals and those they care about who are serious about their financial future and looking for something more than investment management. A partner who understands them completely. A firm that thinks not just about this year, but about a lifetime.
Today, Riverpoint is partnered with a select group of clients — individuals and those they care about who are serious about their financial future and looking for something more than investment management. A partner who understands them completely. A firm that thinks not just about this year, but about a lifetime.
Industry Recognitions & Publications
Our Philosophy
How We Think About Wealth
Fulfillment is not an amount or a stage after generating wealth. It is the result of using wealth purposefully and in alignment with your values over time.
1
Security
The foundation everything else is built on. Protection, discipline, and the confidence of knowing exactly where you stand.
2
Freedom
When the foundation is solid, wealth becomes an enabler — giving you the confidence to shape your life on your own terms.
3
Fulfillment
Wealth used deliberately — aligned with your values, the people you care about, and what you want your legacy to stand for.
Guided by Your Vision
Riverpoint is an independent, fee-only wealth management firm that goes beyond the financial picture — building deep, lasting partnerships that align wealth with values, so clients achieve not just financial security, but a more fulfilling life.
What sets **us apart?**
Personalized Guidance & Service
High-touch, timely, & reliable communication
Intimate knowledge of you, your family, & your goals
Deep expertise & ability to simplify complexity on your behalf
Customized advice built to optimize your unique situation & needs
Fiduciary Partner
Fiduciary standard — legally required to put your interest first
Transparent, fee-only compensation — no commissions
Independently owned and operated — not a bank or broker, so our advice is never influenced by outside interests
Generational Advice
Raising financially responsible children & stewards of wealth
Creating a lasting legacy that reflects what matters most
Transitioning family values, alongside financial assets to the next generation
Planning for charitable giving, foundations & broader impact
Guided by Your Vision
Built on relationships,
guided by your vision.
Our advisors, planners, and operations professionals bring decades of combined experience and a shared belief that the best financial advice starts with truly knowing the person across the table.
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