The Roanoker November/December 2023 - 43

FINANCIAL ADVISOR PROFILES 2023
River Birch Wealth Management
At River Birch Wealth Management, we're not just a
financial firm; we're a fusion of local financial professionals
with 123 years of combined experience
coming together to redefine the financial advising
experience. Our goal is to create an environment
where clients maintain their personal connections
with their advisors, while also enjoying the assurance
of a dedicated team ready to address all their
financial needs.
Much like the River Birch tree which draws its
strength from its three trunks, we derive our power
from three core principles: integrity, honesty, and
respect. Our approach to financial advising is
grounded in building holistic, relationship-based
solutions, all firmly rooted in our unwavering
values.
Since our inception in 2020, we've expanded into a
team of eight financial advisors. Each advisor at RB
operates as an independent business owner under
the River Birch banner, affording us the freedom to
concentrate on our unique areas of expertise. Yet
we unite to exchange best practices, brainstorm client
strategies, and efficiently serve our clients. Our
office is a dynamic blend of specialized expertise
and certifications:
* John Register, Robyn Walker, and Chad
Conner are CERTIFIED FINANCIAL PLANNER™
practitioners
* Robyn Walker also serves as a Certified
Divorce Financial Analyst (CDFA®),
TheRoanoker.com
collaborating with local Divorce Attorneys to
ease the complexities of challenging times
* Sam Hodges and Erin Mills hold the Chartered
Retirement Planning Counselor (CRPC®) designation
to walk clients through retirement
with ease and confidence
* Larry Woods holds the title of Life
Underwriter Training Council Fellow (LUTCF®)
* Ashley Mills is actively pursuing a specialized
Master of Personal Financial Planning
program
No matter where you are in life, River Birch's advisors
are equipped with the knowledge and tools
to guide you through any financial challenge with
confidence.
But our mission doesn't end there. At River Birch,
we're cultivating a legacy that will impact families
for generations to come. We take honor in our commitment
to the local community, supporting charities,
volunteering, and showcasing local non-profit
organizations each month. We believe in the power
of our community, and we're dedicated to ensuring
the River Birch legacy leaves a lasting imprint right
here at home.
River Birch Wealth Management is where financial
expertise intertwines with personal connection,
working hand in hand to construct a more
prosperous financial future for both you and our
community.
SPONSORED CONTENT
Our goal is to create an
environment where clients
maintain their personal
connections with their
advisors, while also enjoying
the assurance of a dedicated
team ready to address all
their financial needs.
2650 Electric Rd. Suite D, Roanoke, VA 24018
(540) 655-4400 | riverbirchwm.com
Securities and advisory services offered through LPL Financial, a
Registered Investment Advisor. Member FINRA/SIPC.
Certified Financial Planner Board of Standards, Inc. (CFP Board)
owns the CFP® certification mark, the CERTIFIED FINANCIAL
PLANNER™ certification mark, and the CFP® certification mark
(with plaque design) logo in the United States, which it authorizes
use of by individuals who successfully complete CFP Board's initial
and ongoing certification requirements.
NOVEMBER/DECEMBER 2023 43
http://www.riverbirchwm.com http://www.TheRoanoker.com
The Roanoker November/December 2023

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