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Business Owners & Entrepreneurs

HOW YOU CAN HIRE US:


Private Wealth Management Wilmington, DE RiversEdge AdvisorsPrivate Wealth Management

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Financial Planning Wilmington, DE RiversEdge AdvisorsFinancial
Planning

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Investment Management Wilmington, DE RiversEdge AdvisorsInvestment Management

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Retirement Planning Wilmington, DE RiversEdge AdvisorsCorporate Retirement Planning

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cOMMON bUSINESS oWNER QUESTIONS:


I pay way too much in taxes. Am I doing all I can to pay less?

Will I have to sell my business to have enough money to retire when I want?

How do I ensure selling my business is the right decision?

I know I need a retirement plan, but which one makes the most sense for me?

How am I tracking progress toward my financial goals?

How do I know if my portfolio is invested in a way that aligns with my goals?

What are the fees being assessed inside my investment portfolio?

Do I have access to the most sophisticated investment approach?


Financial Planning

Goals-based Financial Planning

  • Three meetings
  • Answers to financial questions
  • Blueprint on how to achieve stated goals
  • Implementation of recommendations done by client 

One-time fee based on complexity.

Corporate Retirement Planning

Tailored For Your Company's Unique Needs

  • Strategies to reduce the fiduciary risk for plan trustees
  • Independent plan benchmarking to ensure the company is utilizing an appropriate platform
  • Investment selection, monitoring, and recommendations to stay compliant with an investment policy statement
  • Fee analysis that focuses on the "all-in" cost of the plan
  • Formal employee education program

Flat fee or percentage of assets depending on plan size

Private Wealth Management

Ongoing Financial Planning and Investment Management

  • A dedicated financial planning team led by at least one CFP®
  • Customized advice for each clients unique situations
  • A financial plan that is updated and revised annually
  • An open-door policy with a 12-24 hour response time
  • All financial information is in one easy to use location on your own personal website
  • Coordination of implemented strategies with other advisors - CPA/Attorney

Annual financial planning fee and quarterly investment management fee.

Investment Management

Investment Strategy With Portfolio Management

  • Investments managed by a dedicated team of investment professionals, including a CFA®
  • A minimum of one annual meeting with your advisor
  • An investment strategy designed based on risk tolerance, time horizon, and tax sensitivity
  • 24-48 hour response time to your requests

Percentage of assets based on account size, billed quarterly.

Jarrett Morris, CFP®, AIF®, ChFC® Photo
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Jarrett Morris, CFP®, AIF®, ChFC®

Chief Operating Officer

Jarrett Morris, CFP®, AIF®, ChFC®

Chief Operating Officer 

From the beginning of Jarrett’s career in the financial services industry, his belief has always been a client first, service-intensive model. Jarrett believes that clients value advice on the “real-life” questions: How do I pay for college? When can I retire? When do I take Social Security? Which pension option is best for me? Jarrett has a practice designed to answer these questions and help relieve clients of their financial stress. Over the years Jarrett’s dedication to education, the development of a proven process and the utilization of technology have kept his practice at the forefront of the financial planning industry.

Jarrett’s responsibilities include developing and implementing financial strategies, creating and reviewing investment portfolios and advising clients on all aspects of their financial life. Most importantly, he helps them save time, organize their finances and manage life’s change as they arise. Jarrett believes that awareness and the continual review of one’s Financial Plan is the backbone to a successful future. Having the ability to remain flexible as the landscape changes over time is the difference between the services at RiversEdge and other financial services options.

Jarrett graduated from the University of Delaware with a bachelor’s degree in finance and a minor in economics. He holds the Certified Financial Planner™ (CFP®), the Chartered Financial Consultant (ChFC®) and the Accredited Investment Fiduciary (AIF®) designations.



Brian Carney, CFP®, AIF®, ChFC®, CDFA®, CEPA® Photo
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Brian Carney, CFP®, AIF®, ChFC®, CDFA®, CEPA®

Chief Executive Officer

Brian Carney, CFP®, AIF®, ChFC®, CDFA®, CEPA®

Chief Executive Officer


Brian Carney is the co-founder and face of RiversEdge Advisors, LLC. From helping clients to business development to volunteering in the community, his passion and zeal for financial planning shines through in all that he does. 

Beginning in 2001, Brian has spent his entire career in the financial services industry, working two local firms prior to merging his practice with RiversEdge Advisors in 2014. Not only has this merger allowed Brian to continue providing purely independent and conflict-free financial advice but has given him the opportunity to truly hone his craft and share that with each and every one of his clients. As his experience has evolved, Brian has found his niche serving business owners and entrepreneurs seeking comprehensive planning services. 

A lifelong Delawarean, Brian graduated from the Tatnall School and Ursinus College. He has earned various industry designations including Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Certified Divorce Financial Analyst™ (CDFA™), Accredited Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor (CEPA®). Simplifying the complex, obtaining the seemingly unobtainable, and empowering his clients to feel financially confident are what motivate him on a regular basis. On any given day, you can find Brian going above and beyond to make sure his clients are well taken care of.  As a gentleman with a positive attitude and proactive demeanor, Brian is heavily involved with client relations. His personality and dedication enhance the RiversEdge client experience from start to finish.

Brian is married to his college sweetheart, Kristen, and together they have three children. As a family, they spend a lot of time exploring and making long-lasting memories together. Brian is a volunteer coach for his sons' football, basketball and baseball teams, and loves any chance he gets to spend with his family. Passionate about animals, their family regularly fosters dogs through Out of the Woods Rescue in Medford, New Jersey. With Kristen leading the way, Brian’s family fostered and helped 13 dogs find forever homes over the past 2 years. When he isn’t dedicating his time to his family, sports, or animals, Brian is heavily involved with his alma mater, the Tatnall School, in Wilmington, Delaware.




Michael Levy, CFP®, APMA®, CRPC® Photo
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Michael Levy, CFP®, APMA®, CRPC®

Director, Financial Planning Services

Michael Levy, CFP®, APMA®, CRPC®

Director, Financial Planning services

Michael Levy joins RiversEdge Advisors as an Associate Financial Planner. In his role at the firm, he works with clients to examine and reach their financial and life goals. He does this by gathering, analyzing, and managing client data as well as preparing and monitoring their financial plans. He also helps to prepare investment recommendations and participates in client meetings and annual reviews. 

After graduating from Spring Hill College in Mobile, AL with a Bachelor of Science in Finance and Economics, Michael spent five years with Ameriprise Financial. Michael grew passionate about financial planning because it provides clients with holistic, rather than one-dimensional, approach to investing. He takes pride in seeing his clients reach their financial life goals

Outside of the office, Michael enjoys spending time with family, watching Philadelphia sports, exercising, and home improvement projects.



Erin Eliason, AIF® Photo
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Erin Eliason, AIF®

Director, Operations

Erin Eliason, AIF®

Director, operations

Erin is the Director of Operations. She uses her 9-year experience in financial services to ensure that our team meets servicing commitments for all of our clients. She also liaisons with senior management to make decisions for operational activities and sets strategic goals while planning and monitoring the day-to-day running of business to ensure smooth progress.

With a Bachelor’s Degree in Liberal Arts from the University of Delaware, Erin is passionate about analyzing and helping people realize their dreams in a straightforward and stress-free manner. She garnered most of her experience working as a Retirement Plan Manager for a local Financial Advisory Firm in Newark, DE. There she managed over 200 million in assets for seven years. She has obtained the Accredited Investment Fiduciary® (AIF®) designation and is Series 7 licensed.

Outside of the office, Erin enjoys spending time with her family and friends. She maintains an active lifestyle with her husband, Brad, and their “fur baby” Buckley. She particularly loves learning about different cultures through the art of dance. A competitive Irish dancer for most of her childhood, Erin went on to dance on an Indian dance team in college (UD Kamaal). She fondly recalls fusing multiple cultural dances into their routines and gaining inspirational insight with each move.


Steve Hutchison, CPA, CVA Photo
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Steve Hutchison, CPA, CVA

Director, Business Planning

Steve Hutchison, CPA, CVA

Director, Business Planning

Steve Hutchison joins RiversEdge Advisors to lead business planning team. Steve is a CPA and CVA coming from a practice specializing in leadership, financial and tax advisory services. Steve brings over 19 years of industry experience, specializing in advising and valuing businesses throughout the spectrum of growth. He has worked closely with RiversEdge for many years, collaborating on numerous shared client relationships. He was excited to join the team as he knew the chemistry aligned both functionally and culturally. RiversEdge is eager to enhance its services and delivery through Steve’s expertise.

Steve notes, “There is nothing more fulfilling than having a positive impact in my relationships and community. Business owners juggle far too many things – it’s the rule not the exception. I’m passionate about helping leaders develop an accurate understanding of financial position and establish both near and long-term goals. I then overlap these with the existing strengths, devising innovative solutions, whether human, technological, or both, to bridge any gaps that exist. My aim is to dramatically increase effectiveness and success while freeing up the only non-renewable resource… Time.”

Steve loves spending time with his wife, Tami, and their two girls who keep them busy playing sports and activities. When Steve is not chasing, coaching or ubering the kids all over the Midatlantic, he enjoys watching sports, going to concerts, hanging with friends, vacationing, and cold beer on a Friday night.


Gary Diegert, CFA Photo
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Gary Diegert, CFA

Portfolio Manager

Gary Diegert, CFA

Portfolio Manager

Gary Diegert joins RiversEdge Advisors as a Portfolio Manager. He is responsible for preparing investment recommendations for client portfolios, monitoring portfolio performance, and conducting market and economic research. He also participates in the RiversEdge Investment Committee, where he leads investment manager research efforts and recommends changes to the firm’s model portfolios. Gary is proud of his contributions to our clients’ financial well-being and is always willing to go the extra mile if it leads to better investment outcomes. 

Gary graduated Cum Laude from Drexel University with a Bachelor of Science in Business Administration, double majoring in Finance and Legal Studies. Before joining RiversEdge, he spent four years at a wealth management firm in Philadelphia. Gary’s background, rooted in both investment research and financial planning, enables him to take a holistic approach to portfolio management, pursuing the best investment options for the unique circumstances of every client. 

When not at work, Gary enjoys spending time at the ballpark, on the golf course, and as a patron of the Philadelphia restaurant scene alongside friends and family.          


Sean DeBarberie Photo
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Sean DeBarberie

Associate Financial Planner
 

Sean DeBarberie

Associate Financial Planner

Sean DeBarberie joins RiversEdge Advisors as a Client Service Associate. It is Sean’s goal to optimize client experience by proactively helping our clients meet their needs while working with the firm. Sean also assists the firm advisors in the daily operations of the firm. He finds his job rewarding because he is given the opportunity to help clients achieve the goals of themselves and their families.

After graduating from Bloomsburg University of Pennsylvania, Sean spent almost five years in the banking industry where he gained experience in client service, operations, and business development. During this time, Sean returned to Bloomsburg University to complete his Master’s in Business Administration, an experience which gave him a more holistic understanding of the business world. Sean holds a Series 6, Series 63, and Life and Health Insurance license. He also has plans to pursue the CFP® designation. 

Outside of the office, Sean enjoys spending time with friends and family, exercising, and is an avid fan of the Philadelphia sports teams.       




Greg Johnson, CFA, CFP® Photo
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Greg Johnson, CFA, CFP®

Associate Financial Planner

Greg Johnson, CFA, CFP®

Associate Financial Planner

Greg Johnson joins RiversEdge Advisors as a Client Service Associate. Greg’s day-to-day role includes working directly with clients to ensure their needs are being met, supporting advisors with the daily operations of the firm, and collaborating with the RiversEdge investment committee. The most rewarding part of Greg’s work is helping to ease the burden and stress that clients feel when managing their daily finances.

Greg graduated from the Pennsylvania State University with a Bachelor of Science in Risk Management and a concentration in Finance. After graduating, Greg spent several years in business development and client services, including 3+ years in the private bank at JP Morgan. Greg is a CFA® charter holder and also holds the series 7 and 63 licenses. He is also pursuing the CFP® designation.

Outside of the office, Greg can be found on the golf course or playing ice hockey, watching Penn State Football games, and spending time with his wife and newborn, Carter.



Kelly Darby Photo
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Kelly Darby

Client Service Associate

Kelly Darby

Client Service Associate

Kelly joins RiversEdge Advisors as a Client Service Associate. Kelly’s day-to-day role includes working directly with clients to ensure their needs are being met and supporting advisors with the daily operations of the firm. Kelly is passionate about working closely with clients to help them make impactful financial decisions in order to meet their personal and professional goals.

Kelly brings ten years of industry experience to the RiversEdge team, having worked closely with clients delivering guidance and support to facilitate the implementation of their financial plans. Kelly is detail-oriented and client-focused and will serve as a primary point of contact for RiversEdge clients throughout the financial planning process.

Outside of the office, Kelly enjoys cooking, gardening, and spending time with her husband and three children. She also loves traveling, more specifically, to the beach.