FEE-ONLY INVESTMENT FIRM IN JACKSONVILLE, FLORIDA
Our compensation is straight forward, simple, and clearly communicated to our clients. As a fiduciary, our motto is simple: ‘Serve Do Not Sell’. We do not sell any financial products. Some firms have an affiliated broker-dealer and/or an insurance agency whereby commissions are generated from product sales by a separate entity, making them “fee based”. Fee-based sounds very similar to fee-only but it is not the same. Fee-based firms earn both fees and commissions based on the products they sell and generally do not have a duty to disclose their method of compensation. Fee-only advisors are financial fiduciaries to their clients, meaning River Capital Advisors L.C., as an independent, fiduciary company, is legally and morally obligated to put our clients’ interests first. This is how we have earned the trust of our clients.
Even if you choose not to use River Capital Advisors L.C. we strongly recommend that you only ever use a Fee-Only firm for your wealth and asset management needs.
Experience with Success
We are fully staffed and structured with the strongest commitment to provide honest, objective, and personalized investment and wealth management solutions to business owners, high-net worth individuals, foundations, trusts, and retirement plans. Our team of CFP® and CPA professionals have more than 150 years of combined experience in financial and investment planning.
Let us help you identify your financial goals and develop an investment and financial plan that will prepare you for the comfortable and secure future that you desire. At River Capital Advisors, L.C. we want our clients to view us as their personal Chief Financial Officer (CFO) and look to us to assist with all aspects of their financial lives from estate planning to investment management, tax and retirement planning, home refinancing decisions, Social Security benefit strategies and anything in between.