Experience the RiverPoint Approach to Wealth Management
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We place our clients’ interests above all else and are passionate about helping them meet their investment and financial goals. With a 98% client retention rate, we believe our results speak for themselves.Learn More About Our Investment Philosophy ▸
Named a Top 100 Wealth Advisor in America by Advisor One. Named a 5-Star Wealth Manager by Cincinnati Magazine for the fifth year in a row.Learn How We Can Help You Reach Your Goals ▸
Safety and security of our clients’ assets is our top priority. All of our clients’ assets are held at third-party custodians, which provides a critical measure of protection. We are an SEC-registered investment advisor and a fiduciary and always act in the best interest of our clients. RiverPoint is a member of the Financial Planning Association.Learn How We Are Committed to Your Financial Interests ▸
Founded in 1995, RiverPoint has more than $1.5 billion in assets under management for individuals, families, endowments and foundations. Our objectives are aligned with those of our clients and are focused on solid, long-term performance and returns that equal or exceed performance benchmarks.Meet Our Investment Team ▸
RiverPoint Capital Management is a leading independent investment advisory firm dedicated to meeting your comprehensive wealth management needs through highly personalized investment portfolio management.
Retiring or Separating from Procter &
Gamble?ﾠ A Review of Distribution Strategies
As a member of the Mariner Wealth Advisors family of companies, we are supported by a wide range of resources not available at every firm. We use these resources to gain efficiencies in our planning process so we can focus on spending time with our clients, identifying opportunities and delivering innovative solutions to help them meet their personal goals.
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