For Individuals and Families

We collaborate with you to create a customized plan that aligns with your financial goals—whether you’re buying your first home, preparing for retirement, or planning for college.

Our approach to financial planning goes beyond powerful tools—we take a holistic view of your financial life. We combine state-of-the-art planning technology with personalized guidance to create tailored strategies that address all aspects of your financial well-being and goals.

Our experienced team of financial advisors is guided by Riverwater Partners’ vision to be a leading investor in the investing space by aligning responsible values with investments that generate superior returns.

We believe responsible investment is in the best interest of our clients, our firm, our communities, and our society. Therefore, we integrate responsible or Environmental, Social, and Governance (ESG) policies, practices, and outcomes, alongside more traditional investment criteria, when we evaluate potential external investment managers. Click here for our Wealth Management Responsible Investing Process.