River Capital Advisors Recognized as NABCAP Premier Advisor for Fifth Consecutive Year

 In News

JACKSONVILLE, FL., August 12, 2014 – River Capital Advisors has been recognized for the fifth consecutive year by 904 Magazine, Jacksonville Magazine and the National Association of Board Certified Advisory Practices (NABCAP) as a Premier Advisor in the Northeast Florida region. The August 2014 issue of 904 Magazine and the October 2014 issue of Jacksonville Magazine discuss the process that all candidates for the Premier Advisor designation went through during the selection process.

NABCAP is a nonprofit organization based in Colorado that identifies the nation’s top wealth managers. NABCAP uses an unbiased evaluation process and independent verification guidelines when making its selection of Premier Advisors. NABCAP has a presence in 35-plus US markets.

The term “wealth management,” “financial planner” and “financial planning” are overused terms in the financial services industry. NABCAP was created to tackle the daunting task of identifying top practitioners, and through their process help reform the public’s perception of the industry and its professional membership. The vast majority of financial advisors have used the title of wealth manager when referring to themselves. Yet just a small percent of the industry professionals have the education and experience to truly fit the description. River Capital Advisors has the education and experience required for a true wealth management firm. “We are the exception, not the norm, in the financial services industry. We are truly independent and not affiliated with any brokerage house. Our skill set, personal “CFO” philosophy, and process also set us apart. Clients can come to us with questions about any part of their financial life and can rest assured that we will provide them advice that is completely objective. We do not sell any financial products and if our clients need life insurance, long term care insurance, or any other type of product, we will go to the marketplace to locate the best available at the lowest cost,” says Ed Schmitzer, President and founder of River Capital Advisors.

River Capital Advisors scored among the top wealth management firms in Northeast Florida after undergoing an evaluation process in which 20 categories of practice management were assessed by NABCAP. Years of experience, investment and risk philosophy, fee structure and customer service are some of the characteristics used to separate the Premier Advisors.

River Capital Advisors has a professional staff that includes CPAs, CFP® practitioners, a Personal Financial Specialist, a CFA® professional and a CIMA® practitioner. River Capital Advisors has provided investment and wealth management services to individuals, businesses, foundations and trusts in the Jacksonville area for over 16 years. The firm is unique relative to others selected for the list because it is a completely independent firm and because members of the team include practicing CPAs. The firm provides objective, fee-only advice and is a financial fiduciary to its clients. This means the clients best interests come first when assisting them in making informed decisions and implementing financial and investment strategies. For more information on River Capital Advisors, visit our web site, www.rcawealth.com.

Contact:
Edward P. Schmitzer, CPA/PFS, CFP®
River Capital Advisors, L.C.
5011 Gate Parkway, Bldg. 100, Ste. 300
Jacksonville, FL 32256
eschmizter@sdnllp.com
Phone: (904) 398-2075
Fax: (904) 399-8985

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