River Financial Group, LLC

EST. AUM
$100,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website riverfg.com
Client types

Overview

River Financial Group, LLC is a wealth management and financial planning firm offering investment advisory services via SEC-registered investment advisors Diversify Advisory Services, LLC and Diversify Wealth Management, LLC. Headquartered in Newton, Massachusetts, the firm specializes in fee-based integrated financial planning, retirement income strategies, investment management, and specialized special needs and disability planning.

Platform Details

Investment Preferences

Alternative Activity