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Sample of Features 1
Fee-only and
fiduciary
+ Learn More25+ years of
experience
+ Learn MoreIRS enrolled agents
with tax backgrounds
+ Learn MoreLower client
advisor ratios
+ Learn MoreSample of Features 2
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Executive, business
owner, or retiree
$200.000+
annual income
$500,000+
investable assets
Want to delegate your
wealth management
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Our mission is to help individuals and families improve their long-term success by providing independent, objective financial advice. The customized advice our financial planners provide is designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
When dealing with your financial well-being, you need advice from a financial planner that you can trust. The advice should never be swayed by the interest of an outside third party. As fee-only financial planners, we remove conflicts of interest since we don't earn any commissions or sales incentives for the advice we provide. This enables us to focus solely on you and what is in your best interest.
Our mission is to help individuals and families improve their long-term success by providing independent, objective financial advice. The customized advice our financial planners provide is designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
When dealing with your financial well-being, you need advice from a financial planner that you can trust. The advice should never be swayed by the interest of an outside third party. As fee-only financial planners, we remove conflicts of interest since we don't earn any commissions or sales incentives for the advice we provide. This enables us to focus solely on you and what is in your best interest.
Our mission is to help individuals and families improve their long-term success by providing independent, objective financial advice. The customized advice our financial planners provide is designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
When dealing with your financial well-being, you need advice from a financial planner that you can trust. The advice should never be swayed by the interest of an outside third party. As fee-only financial planners, we remove conflicts of interest since we don't earn any commissions or sales incentives for the advice we provide. This enables us to focus solely on you and what is in your best interest.
Our mission is to help individuals and families improve their long-term success by providing independent, objective financial advice. The customized advice our financial planners provide is designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
When dealing with your financial well-being, you need advice from a financial planner that you can trust. The advice should never be swayed by the interest of an outside third party. As fee-only financial planners, we remove conflicts of interest since we don't earn any commissions or sales incentives for the advice we provide. This enables us to focus solely on you and what is in your best interest.
Our mission is to help individuals and families improve their long-term success by providing independent, objective financial advice. The customized advice our financial planners provide is designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
When dealing with your financial well-being, you need advice from a financial planner that you can trust. The advice should never be swayed by the interest of an outside third party. As fee-only financial planners, we remove conflicts of interest since we don't earn any commissions or sales incentives for the advice we provide. This enables us to focus solely on you and what is in your best interest.
Our mission is to help individuals and families improve their long-term success by providing independent, objective financial advice. The customized advice our financial planners provide is designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
When dealing with your financial well-being, you need advice from a financial planner that you can trust. The advice should never be swayed by the interest of an outside third party. As fee-only financial planners, we remove conflicts of interest since we don't earn any commissions or sales incentives for the advice we provide. This enables us to focus solely on you and what is in your best interest.
Our mission is to help individuals and families improve their long-term success by providing independent, objective financial advice. The customized advice our financial planners provide is designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
When dealing with your financial well-being, you need advice from a financial planner that you can trust. The advice should never be swayed by the interest of an outside third party. As fee-only financial planners, we remove conflicts of interest since we don't earn any commissions or sales incentives for the advice we provide. This enables us to focus solely on you and what is in your best interest.
Sample Of Bio Cards
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Rett Dean, CFP, EA
Co-founder and principal
972.471.9013 rett@riverchasewealth.com
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Sean Kelleher, CFP, EA
Co-founder and principal
972.471.9013 sean@riverchasewealth.com
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Featured lead title
Get involved and learn more
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Why use a CFP?
What our certification means for you
CF® practitioners agree to act fairly and diligently when providing you with financial planning advice and services, putting your interests first. The Code of Ethics states that CF® practitioners are to act with integrity, offering you professional services that are objective and based on your needs. As a certified CFp®, we agree to meet the following requirements:
Why use a CFP?
What our certification means for you
CF® practitioners agree to act fairly and diligently when providing you with financial planning advice and services, putting your interests first. The Code of Ethics states that CF® practitioners are to act with integrity, offering you professional services that are objective and based on your needs. As a certified CFp®, we agree to meet the following requirements:
Education
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Examination
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Experience
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Ethics
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Why Riverchase Wealth
Much more than a financial advisor
Whether you want to travel, spend time with family, or prepare for a stress-free retirement, we will give you the finacial choices tp achieve your goals. This is not a transaction; we offer a community that extends beyond finances. We value the relationships that we form with our clients, and look forward to seeing their goals come to fruition.
Our Process
Your guide throughout your financial journey
1
Initial Consultation
Let’s get to know each other
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Sample Of Feature Blog Cards
Quarterly Update – Q1 2025
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2025 Tax Updates
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Eye on the Fed – December 2024 FOMC Meeting Commentary
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Quarterly Update – Q1 2025
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2025 Tax Updates
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Eye on the Fed – December 2024 FOMC Meeting Commentary
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Your Retirement Income Plan is About More than Money
Read the full article
How Do Elections Impact the Markets?
Read the full article
A Bucket Plan to go with Your Bucket List
Read the full article
Quarterly Update – Q1 2025
Read the article
2025 Tax Updates
Read the article