Five Rivers Financial Advisors
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Overview
2 - 9
Employees
1997
Year Founded
ABOUT FIVE RIVERS FINANCIAL ADVISORS
Charting your course
As a Registered Investment Adviser, our firm operates independently, with our sole focus being you. We are not tied to any proprietary products or influenced by companies that sell financial products, allowing us the freedom to seek the best solutions tailored to your specific needs. We are a comprehensive financial advisory firm dedicated to assisting individuals and small businesses in achieving their financial objectives. Our aim is to help you define your goals and take the necessary steps to make them a reality. For over 20 years, we have been serving clients in Maryland and seven other states. Each of our principals is a dedicated CFP® Professional who adheres to the highest standards. We follow the fiduciary standard of care, which requires us to act solely in the best interest of our clients. While this obligation arises from the Rules of Conduct we adhere to, we genuinely believe it is the right approach.
Languages Spoken
English
HIGHLIGHTS
2 - 9
Employees
1997
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Financial Advisory & Consulting
30% Wealth Management
About the Team
OUR STORY
Our company is committed to providing financial advice rooted in a fiduciary standard, ensuring your interests are always our priority—a choice we made consciously to uphold trust and integrity. As an independent Registered Investment Advisor, we have the freedom to recommend the best, unbiased solutions tailored to your unique needs without any influence from proprietary products or incentives. Operating on a fee-only basis, we receive compensation solely from our clients, eliminating conflicts of interest associated with commissions. Led by experienced advisors Raymond Heidel, CFP®, and Benjamin Huber, CFP®, our mission is to transform your financial anxiety into relaxed confidence through personalized, transparent guidance.
Locations
Headquarters
3 South Mauldin Avenue
North East, Maryland, United States 21901
