Our mission is to help you grow, protect, and give money through sound biblical financial planning.
Comprehensive growth to help you reach your goals.
Personalized protection for everyone and everything you love.
Compassionate giving to those in need and causes you care about.
Our Service Model
Many companies grow just for the sake of growing and earning more money. What often happens in this case is customer service is sacrificed, particularly for existing customers or clients.
At Rivertree, we refuse to let this happen. We have established limits and a service model that we strongly believe best benefits our clients. Each financial planner services a limited number of household clients as their primary financial planner. Currently, we have established that limit at 250 households. This limit allows us to service our clients well and in a timely manner. Click here to find out more about our services.
Financial advisors are like churches in the bible belt — there is one on nearly every corner. How are we different from the thousands of other financial advisors?
#1: We are Called.
Financial planning isn’t merely a career — it is our calling. Our passion is to help people manage money in a way that protects them and benefits everyone they encounter. To top it all off, we love what we do. As the saying goes, “You’ve achieved success in your field when you don’t know whether what you’re doing is work or play.” We are thankful that this is true for us.
#2: We are Qualified.
Our advisors combined have over 35 years of experience in this industry and various licenses and certifications, including, Certified Public Accountant License, Certified Financial Planner certification, and Accredited Investment Fiduciary certification. We are qualified to help you develop a comprehensive financial plan designed to meet your personal financial goals. We believe it is essential that as advisors, we must assess your entire financial picture before we make recommendations.
#3: We are Independent.
Being independent, we sell absolutely no proprietary financial products. We have no “quota” to meet for production. Simply put, we can use and recommend who we believe are the absolute best money managers and financial products for our clients.
These are just a few reasons, among many, why we believe we are different than others in the industry.