RiversEdge Advisors, LLC

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RiversEdge Advisors, LLC A simpler, more organized financial life. Wealth management, family office, corporate retirement, tax, and business advisory. Wilmington, DE.

RiversEdge Advisors is an SEC-registered investment adviser.

We said we couldn't wait to celebrate Erin, and we meant it!Last month, the RiversEdge team joined Delaware Business Tim...
10/14/2026

We said we couldn't wait to celebrate Erin, and we meant it!

Last month, the RiversEdge team joined Delaware Business Times for its 2026 DBT40 awards celebration, where our very own Erin Eliason, Wealth Advisor & Director, Corporate Retirement, was recognized alongside an impressive group of young professionals making an impact across Delaware.

Erin spends a lot of time helping others succeed, so it was especially fun to see the spotlight on her for a change! And having so many of our teammates there to cheer her on made the evening even better.

Congratulations to Erin and all of this year's DBT40 honorees! And thank you to Delaware Business Times for bringing everyone together to celebrate.

Our own Jarrett Morris, Partner and Co-Founder, is used to helping clients plan for the future, but for one night, he tr...
09/09/2026

Our own Jarrett Morris, Partner and Co-Founder, is used to helping clients plan for the future, but for one night, he traded financial planning for drink orders as a guest bartender for an event benefiting the Helen F. Graham Cancer Center & Research Institute, helping raise more than $50,000 for the cause.

He spent the evening pouring drinks, catching up with friends, and helping support a great local cause.

Judging by the lineup of glasses in front of him, he stayed busy all night.

Thanks to everyone who came out to support Jarrett and the Helen F. Graham Cancer Center. Cheers!

RiversEdge Advisors has once again been named to the Inc. 5000, Inc.’s annual list of the fastest-growing private compan...
09/01/2026

RiversEdge Advisors has once again been named to the Inc. 5000, Inc.’s annual list of the fastest-growing private companies in America.

We’re grateful for the team and clients who have helped make this growth possible!

Learn more about the Inc. 5000 here: https://www.inc.com/inc5000

Disclosure: Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.

Methodology: The 2026 Inc. 5000 ranks companies according to percentage revenue growth from 2022 to 2025. Companies must meet Inc.'s eligibility requirements, including being U.S.-based, privately held, for-profit, and independent, and meeting minimum revenue thresholds. Revenue figures are verified as part of the application process.

Jaime Cutter, Client Service Associate, has never been shy about sharing her fear of public speaking or her goal of over...
08/24/2026

Jaime Cutter, Client Service Associate, has never been shy about sharing her fear of public speaking or her goal of overcoming it in 2026.

So when Marisa Facciolo connected Jaime with a speaking opportunity through the Oratory Forum, a monthly speaking engagement at the University and Whist Club in Wilmington, Jaime jumped at the chance. And the RiversEdge team jumped right behind her.

She wasn't up there alone, either. Associate Wealth Advisor Mark Eggleston also signed up to speak, giving Jaime a familiar face at the podium. Ten other RiversEdge team members came out that evening just to cheer them both on, too.

That's what we love about our culture. We show up for each other, for the goals we're working toward at RiversEdge and for the challenges and adventures that happen outside of work, too.

Congratulations, Jaime and Mark!

The RiversEdge team has been putting their clubs to good use this summer.We were proud to participate in several charity...
08/18/2026

The RiversEdge team has been putting their clubs to good use this summer.

We were proud to participate in several charity golf outings supporting incredible organizations and initiatives, including the University of Delaware Hospitality & Sport Management program through Ashby Hospitality Group, DFRC Blue-Gold, and the Caesar Rodney Rotary Club.

Giving back to our community while enjoying a day on the course is a win-win. Thank you to everyone who made these events possible!

Who knew we had so much talent behind the bar?A few members of our team recently volunteered as guest bartenders at a fu...
08/05/2026

Who knew we had so much talent behind the bar?

A few members of our team recently volunteered as guest bartenders at a fundraiser benefiting First State Ballet Theatre, where Marisa Facciolo and Laura Lloyd proudly serve on the board.

It was a wonderful evening giving back to our community while supporting an organization that means so much to our team. Cheers!

Tax Partner, Laura Lloyd, recently gave back in a meaningful way. As a proud Leadership Delaware, Inc. alumna, Laura joi...
07/28/2026

Tax Partner, Laura Lloyd, recently gave back in a meaningful way. As a proud Leadership Delaware, Inc. alumna, Laura joined fellow alums, current fellows, Intern Delaware participants, and community partners for the organization's annual State-Wide Volunteer Day, where she spent the afternoon at Friendship House of Delaware. Friendship House is a remarkable organization serving Delawareans through clothing banks, empowerment centers, seasonal programming, financial assistance, and transitional housing. RiversEdge is proud to have team members like Laura who show up for the community beyond the office!

Great things happen when you step away from your desk. A few of our team members recently joined fellow Delaware profess...
07/21/2026

Great things happen when you step away from your desk. A few of our team members recently joined fellow Delaware professionals at Maker's Alley for a State Chamber networking event. We love being part of a business community that shows up for each other!

Q2 estimated tax payments are due June 15th. ⏰If you make quarterly estimated payments, do not wait until the last minut...
06/05/2026

Q2 estimated tax payments are due June 15th. ⏰

If you make quarterly estimated payments, do not wait until the last minute and skip the mail this year. Between delivery delays and IRS processing backlogs, mailed checks can create unnecessary headaches, including notices for payments that were sent on time but have not yet been processed.

We recommend paying online every quarter. It is fast, secure, and you receive instant confirmation.

Here’s where to pay:
🔹 Federal (IRS): irs.gov/payments
🔹 Pennsylvania: mypath.pa.gov
🔹 Delaware: tax.delaware.gov

No account is required for any of these. You can make a payment as a guest in just a few minutes.

Questions about whether you owe estimated taxes or how much to pay? Reach out to your RiversEdge tax professional.

For the past two years, Brian Carney has participated in the University of Delaware's Lerner Executive Mentoring Program...
06/02/2026

For the past two years, Brian Carney has participated in the University of Delaware's Lerner Executive Mentoring Program, connecting with students as they begin exploring their professional goals and future careers.

A few weeks ago, Brian attended the program’s appreciation dinner with his mentee, Chase Robert, who also recently joined the RiversEdge office for a shadow day to gain real-world insight into the wealth management industry.

We’re grateful for opportunities like these to support the next generation through mentorship, guidance, and meaningful professional experiences.

Address

600 North King Street Suite 200
Wilmington, DE
19801

Opening Hours

Monday 9am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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