River Capital Advisors Selected as a Premier Advisor in Jacksonville for 8th Consecutive Year
JACKSONVILLE, FL., October 4, 2018 – River Capital Advisors has been recognized for the eighth consecutive year by Jacksonville Magazine as a Premier Advisor in the Northeast Florida region. The October 2018 issue of Jacksonville Magazine discusses the process that all candidates for the Premier Advisor designation went through during the selection process.
The term “wealth management,” “financial planner”, “financial advisor” and “financial planning” are overused and misunderstood terms in the financial services industry. The vast majority of financial advisors have used the title of wealth manager when referring to themselves. This causes confusion with individuals.
River Capital Advisors has the education and experience required for a true wealth management firm. “The individuals we talk to and work with want a process to help them evaluate where they are in their financial life. They want a plan to help them achieve their financial goals, along with a trusted advisor to keep them on course when “life happens”. Buying a financial product is not financial planning,” says Ed Schmitzer, President and founder of River Capital Advisors. “We are practicing CPAs and Certified Financial Planner practitioners which means for our clients that there really is no area of their financial life that we cannot help them with”, Ed noted.
River Capital Advisors has a professional staff that includes CPAs, CFP® practitioners, and a Personal Financial Specialist. River Capital Advisors has provided investment and wealth management services to individuals, businesses, foundations and trusts in the Jacksonville area for over 20 years. The firm is a member of NAPFA, the National Association of Personal Financial Advisors, the country’s leading professional association of fee only advisors. Affiliated with the Jacksonville CPA firm of Smoak, Davis & Nixon LLP, the firm is unique relative to others selected for the designation because it is an independent registered investment advisory (RIA) firm whose staff includes 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.
Edward P. Schmitzer, CPA/PFS, CFP®
River Capital Advisors, L.C.
5011 Gate Parkway, Bldg. 100, Ste. 300
Jacksonville, FL 32256
Phone: (904) 398-2075
Fax: (904) 399-8985