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.
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.
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.
Amy joins RiversEdge Advisors as an Associate Financial Planner. In her role at the firm, she works with clients to help them achieve their financial goals. Amy’s day-to-day role includes collaborating with other members of the team to provide an excellent client experience. She also helps prepare investment recommendations and participates in client meetings.
A Delaware native, Amy graduated from the University of Delaware with a Bachelor’s degree in Marketing. She brings over 10 years of industry experience from working with firms including WSFS Bank and Morgan Stanley. She is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Outside of the office, Amy enjoys cooking, traveling, and spending as much time as she can outdoors. Most weekends she can be found at the Delaware beaches with her family and dogs.
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.
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.