River Birch Wealth Management

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

2650 Electric Rd Ste D, Roanoke, Virgini...

Phone Number

(540) 655-4400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About River Birch Wealth Management

River Birch Wealth Management is a financial services firm based in Roanoke, VA, specializing in personalized wealth strategies that empower clients to achieve their financial dreams. They offer a range of services including financial planning, retirement planning, risk management, estate planning, investment management, divorce planning, and business planning. Their intended clients include individuals seeking clarity and confidence in their financial decisions, as well as businesses looking for comprehensive retirement and insurance solutions. The firm aims to create tailored strategies that safeguard assets and support clients' aspirations for a well-lived life.Explore more
River Birch Wealth Management's Social MediaPopular SearchesRiver Birch Wealth ManagementRiver Birch Wealth Management LLCRiverbirch Enterprises LPRiverbirch Development IncBirch Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

River Birch Wealth Management Org Chart

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Vice President, Financial Planning

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WM
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Managing

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EM
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Wealth Advisor

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SH
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Wealth Advisor

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LW
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Wealth Advisor

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Compare Similar Companies to River Birch Wealth Management

Compare insights from companies similar to River Birch Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

River Birch Wealth Manage...

<$5M
1-10
Private
-
2020
CC
Chad ConnerVice President, Financial Planning
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
1995
MH
Michelle HolstAdministrative Assistant
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
HR
Holli RadakovichManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

River Birch Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

River Birch Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about River Birch Wealth Management.

River Birch Wealth Management Tech Stack

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Frequently Asked Questions Regarding River Birch Wealth Management

What is River Birch Wealth Management's official website?
River Birch Wealth Management's official website is www.riverbirchwm.com
What is River Birch Wealth Management's Revenue?
River Birch Wealth Management's revenue is <$5 Million
What is River Birch Wealth Management's SIC code?
River Birch Wealth Management's SIC: 62,628
What is River Birch Wealth Management's NAICS code?
River Birch Wealth Management's NAICS: 52,523
How many employees does River Birch Wealth Management have?
River Birch Wealth Management has 1-10 employees
What industry does River Birch Wealth Management belong to?
River Birch Wealth Management is in the industry of: Finance, Securities Trading
What is River Birch Wealth Management competition?
River Birch Wealth Management top competitors include: Ratcliff Financial Services, Sterling Total Wealth Solutions, Covenant Wealth Advisors, ProVise Management Group
What technology does River Birch Wealth Management use?
Some of the popular technologies that River Birch Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare CDN
How do I contact River Birch Wealth Management?
River Birch Wealth Management contact info: Phone number: (540) 655-4400 Website: www.riverbirchwm.com
What does River Birch Wealth Management do?

River Birch Wealth Management is a financial services firm based in Roanoke, VA, specializing in personalized wealth strategies that empower clients to achieve their financial dreams. They offer a range of services including financial planning, retirement planning, risk management, estate planning, investment management, divorce planning, and busin... ess planning. Their intended clients include individuals seeking clarity and confidence in their financial decisions, as well as businesses looking for comprehensive retirement and insurance solutions. The firm aims to create tailored strategies that safeguard assets and support clients' aspirations for a well-lived life.Read More

What are River Birch Wealth Management social media links?
River Birch Wealth Management Linkedin page River Birch Wealth Management Facebook page
Is River Birch Wealth Management a public company?
River Birch Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about River Birch Wealth Management

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