About Mountain River Financial, LLC
Mountain River Financial, LLC is a Registered Investment Advisor that helps high-income couples in their thirties make informed decisions about their finances. With a virtual presence, they work with clients nationwide. The company is led by a trustworthy, knowledgeable, and customer-focused Financial Advisor who establishes personalized financial plans tailored to clients' goals and objectives. The advisor continuously updates clients on their progress and provides consultative suggestions based on market and life situations. With Rob's guidance, clients feel more in control of their financial future, achieving their goals and receiving valuable insights.
We have found Rob to be very value additive. We fall into the camp of people who know generally what we should be doing, but with two busy careers and young kids, struggle with execution and simply having the time to make decisions. Rob is excellent at first preparing a holistic plan and then ensuring that all of its pieces are executed by tracking progress, sending reminders, and ensuring completion. We gain a lot of peace of mind knowing that someone is looking at the bigger picture and ensuring that all the parts of our financial plan are working together and nothing is being overlooked when we invariably get busy. He is extremely detail-oriented and reviewed all… read full review
Working with Rob has been one of the most rewarding and straight forward financial experiences our family has ever had. While financial planning can seem overwhelming and daunting, Rob brings an incredible sense of clarity and direction that makes planning for the future an incredible accessible experience. In the short time we've been working together, we've been beyond satisfied with Robs direction and guidance. Can't recommend Mountain River Financial enough for planning for the future.
I've been working with Rob for just over a year, and I can't recommend him highly enough. Before choosing Rob, I interviewed several large firms with very cookie-cutter approaches, where I truly felt like just another account to close.
Rob was the complete opposite. He took the time to truly understand my goals and worked with me to build and execute a tailored financial plan. Execution was easy because he provided me with a few prioritized tasks at a time, making the whole process feel manageable and never overwhelming.
Over the last year, I went through several big, unexpected life changes, and Rob was incredibly adaptable. He rolled with the punches and helped me… read full review
Monday 9AM - 4:30PM
Tuesday 9AM - 4:30PM
Wednesday 9AM - 4:30PM
Thursday 9AM - 4:30PM
Friday 9AM - 4:30PM
Saturday Closed
Sunday Closed
563 Pinetree Road, Jenkintown, PA 19046
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