Erin Mills & Ashley Stidham, Wealth Advisors

09/08/2026

We’re proud to celebrate a major milestone for Ashley!

Ashley has officially completed her Master of Science in Personal Financial Planning and earned the Master Planner Advanced Studies™ (MPAS™) designation.

The MPAS™ designation reflects advanced graduate-level study in personal financial planning, including research-based coursework, real-world case studies, and the application of complex financial planning concepts. The program is designed to strengthen critical thinking, problem-solving, and technical proficiency across the many areas of comprehensive financial planning.

Since beginning the program in January 2023, Ashley has continued serving clients, growing our business, and moving through exciting personal milestones. Through it all, she remained committed to deepening her technical knowledge and becoming an even stronger resource for the individuals and families we serve.

This achievement represents years of hard work, advanced education, and continued dedication to the financial planning profession.

Please join us in congratulating Ashley on this well-earned accomplishment! 🎓

04/29/2026

Over the past several weeks, we have shared situations we regularly help clients navigate.

Not just investment decisions, but questions around work, family, lifestyle, and change.

Financial planning is not a one-time event. It is an ongoing relationship that adapts as life unfolds.

If any of these situations felt familiar, it may be time to step back and look at your full financial picture.

If you are ready to talk through what comes next, we would welcome the opportunity to have that conversation with you.

04/22/2026

"Life has changed, and our plan probably needs to change too."

Career shifts, health events, family needs, and new priorities all happen.

A good financial plan is not static. We help clients adjust their strategy so it continues to support who they are today, not who they were years ago.

04/15/2026

"We are worried about making a big mistake right before retirement."

The years leading up to retirement often feel heavier because decisions carry more weight.

Choices around taxes, withdrawals, and risk can have lasting effects. We help clients slow the process down, test different options, and move forward with confidence.

04/08/2026

"Our investments look fine, but we do not really understand them."

Many people feel this way and hesitate to say it out loud.

We believe understanding matters. We help clients see what they own, why they own it, and how it fits into the bigger picture so decisions feel informed rather than confusing.

04/01/2026

"We received an inheritance or windfall and are not sure what to do next."

Sudden money can feel overwhelming, even when it is welcome.

Questions around investing, access to cash, and taxes come up quickly. We help clients slow things down, prioritize thoughtfully, and make decisions they feel good about over time.

03/25/2026

03/25/2026

"We feel nervous spending money because of what might happen later."

This concern often shows up even when the numbers look solid.

Uncertainty around healthcare costs, market volatility, and longevity can make it hard to enjoy money today. We help clients plan for future risks so spending now feels thoughtful instead of reckless.

03/24/2026

Stop by and see us and a NASCAR show car! 🏁🏎️

Tomorrow is the day! Make a *pit stop* by the River Birch office for a NASCAR experience to see the Delaware Life show car up close. We'll be set up in the parking lot in front of our building, and have some refreshing treats to share!

03/18/2026

We’re bringing a little NASCAR excitement to River Birch Wealth Management next Wednesday, March 25 from 10 AM to 2 PM! Stop by to see the Delaware Life # 71 show car parked outside our office, grab a photo, enjoy Gourmet Ice, and bring your friends and family along. We’re excited to celebrate race season ahead of Martinsville and make this a fun day at River Birch!