One-time fee based on complexity.
Flat fee or percentage of assets depending on plan size
Annual financial planning fee and quarterly investment management fee.
Percentage of assets based on account size, billed quarterly.
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 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 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 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.
Mike joins RiversEdge Advisors as an Associate Financial Planner. In his role at the firm, he works with clients to deeply examine and ultimately reach their financial and life goals. Mike's day-to-day role includes gathering and analyzing client data and preparing and monitoring their financial plans. Mike also helps prepare investment recommendations and participates in client meetings and annual reviews.
Mike brings over 15 years of industry experience with financial firms from his work with Vanguard and Voya Financial. Mike earned his CFP® in 2015 and has since used that knowledge and expertise to provide comprehensive financial planning to his clients. He is passionate about what he does and relishes the opportunity to help clients feel confident about their finances and achieve their goals.
Mike graduated from Penn State University and received a Master in Business in Administration from St Joseph's University. He lives in Chester County, PA, with his wife Meagan, sons Andrew and Kieran, and his wonderful adopted dog, Blu. When not refereeing and coaching soccer, Mike enjoys attending Penn State football games with his friends and family.
Amira Adams joins RiversEdge Advisors as the Director of Retirement Plan Services. Amira brings over 20+ years of industry experience with an extensive perspective of defined benefit and defined contribution plans. She has a great understanding of what is required to run a successful retirement plan, having worked from the plan sponsor's side of the table and as an advisor to the plan sponsor.
Before joining RiversEdge Advisors, Amira assisted in managing and administering Einstein Hospital’s retirement plans and served as the Director of Participant Services at RTD Financial Advisors. Amira is skilled at making complex concepts easy to understand and advocates for successful retirement outcomes for participants.
An alumna of Drexel University, with a degree in Business Administration, Amira has attained the Chartered Retirement Plan Specialist (CRPS®) designation through the College for Financial Planning®, the Professional Plan Consultant (PPC®) designation from Fi360 and is continuing her studies to pursue her Certified Financial Planner (CFP®) designation.
Amira enjoys helping others. Her motto is “Service before self and excellence in all we do”, a core value she attained during her service in the Air Force, as a Financial Management apprentice, stationed at Hill Air Force Base, UT. In 2015 she served as the President of the Eastwick Rotary Club, an international organization whose mission is to advance goodwill and peace worldwide. In her free time, she enjoys spending time with her family, traveling, and gardening.
Ryan Francella joins RiversEdge Advisors as a Client Service Associate whose goal is to continuously enhance the RiversEdge client experience. In his role, Ryan works to proactively help meet client needs and assist with service wherever possible.
After graduating from Pennsylvania State University with a Bachelor of Science in both Business Management and Economics, Ryan spent a year working for Vanguard as a Client Relationship Associate. In that role, he gained valuable experience understanding the needs of clients and delivering the best service possible. Ryan holds the Series 7 and Series 63 licenses and plans to pursue the CFA designation.
Outside of the office, Ryan enjoys playing sports, attending Penn State Football games, spending time with friends, and volunteering in his local community.
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 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.